HNW Personal Lines Account Executive for Growth and Service

Southpoint Insurance Agency Inc; Orland Park (IL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Dental Insurance

Vision Insurance

Life Insurance

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Health Insurance

Job summary

Southpoint Insurance Agency Inc is seeking a highly motivated Personal Lines Account Manager to focus on high-net-worth personal clients. The role involves marketing, service, and sales of personal lines with an emphasis on HNW coverage.

You will shape, manage, and grow our HNW personal lines book while delivering exceptional client service. The ideal candidate has 3+ years in HNW sales/service, works well independently and with a team, and is familiar with AMS360/EPIC/TAM.

Qualifications

• 3+ years of experience in sales and service for HNW Personal Lines customers.
• Familiarity with major HNW insurers (Chubb, Vault, AIG, Pure, Berkley One).
• Solid understanding of key players active in the HNW space.
• Ability to work independently and also collaboratively with the team.
• Experience with AMS360, EPIC, or TAM.

Responsibilities

• Manage renewals and service for HNW personal lines clients.
• Cross-sell additional coverages to grow the book of business.
• Sell new personal lines business to HNW clients.
• Build strong relationships with customers to ensure retention.
• Conduct risk assessments and propose customized insurance solutions.
• Develop and implement marketing strategies to grow the HNW book of business.
• Assist in managing relationships with insurance carriers.

Skills

Sales & Service

HNW Personal Lines

Independence

Team Collaboration

Tools

AMS360

EPIC

TAM

Job description

Southpoint Insurance Agency Inc is seeking a highly motivated Personal Lines Account Manager to focus on high-net-worth personal clients. The role involves marketing, service, and sales of personal lines with an emphasis on HNW coverage.

You will shape, manage, and grow our HNW personal lines book while delivering exceptional client service. The ideal candidate has 3+ years in HNW sales/service, works well independently and with a team, and is familiar with AMS360/EPIC/TAM.