HNW Personal Lines Account Manager

The Jonus Group; Clayton (NC); On-site; USD 65,000 - 85,000; Full time

Job summary

The Jonus Group is seeking a dedicated High-Net-Worth Personal Lines Account Manager to join our insurance team in North Carolina. You will manage a portfolio of multimillion-dollar homes, high-value autos, watercraft, and umbrella coverage for sophisticated clients.

Ideal candidates have at least 3 years of P&C experience, a valid P&C license, and familiarity with carriers such as Chubb and PURE. Proficiency with Applied EPIC is preferred, and you will build strong relationships, review

Qualifications

• Minimum 3 years of P&C experience with a valid P&C license.
• Experience servicing high-net-worth personal lines accounts.
• Familiarity with high-net-worth carriers such as Chubb, PURE, and others.
• Proficiency with Applied EPIC software is preferred.
• Exceptional verbal and written communication, with strong presentation and interpersonal skills.

Responsibilities

• Manage and service a portfolio of high-net-worth personal lines accounts.
• Review, market, and place coverage across multiple carriers for clients with complex risk profiles.
• Build and maintain strong, high-touch relationships with high-net-worth clientele.
• Process renewals, endorsements, and policy changes with precision and attention to detail.
• Provide proactive risk management guidance and solutions tailored to client needs.

Skills

Communication skills

Interpersonal skills

Client relationship management

Education

P&C license

Tools

Applied EPIC

Job description

Job Description

High-Net-Worth Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team and manage a portfolio of high-net-worth clients with complex, multi-line insurance needs. This role involves servicing accounts that include multimillion-dollar homes, high-value automobiles, watercraft/yachts, and umbrella/excess liability coverage. The ideal candidate will have a strong background in property and casualty insurance, familiarity with high-net-worth carriers such as Chubb and PURE, and the ability to build and maintain sophisticated client relationships. Applied EPIC experience is highly desirable.

Compensation Package

• Competitive salary range: $65,000–$85,000
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Manage and service a portfolio of high-net-worth personal lines accounts.
• Review, market, and place coverage across multiple carriers for clients with complex risk profiles.
• Build and maintain strong, high-touch relationships with high-net-worth clientele.
• Process renewals, endorsements, and policy changes with precision and attention to detail.
• Provide proactive risk management guidance and solutions tailored to client needs.

Qualifications/Requirements

• Minimum of 3 years of experience with a valid Property & Casualty (P&C) license.
• Proven experience servicing high-net-worth personal lines accounts.
• Familiarity with high-net-worth carriers such as Chubb, PURE, and others.
• Proficiency with Applied EPIC software is preferred.
• Exceptional verbal and written communication skills.
• Strong professional presentation and interpersonal skills, with the ability to engage directly with sophisticated clients.
• Must be based in or willing to work from the Wilmington or Raleigh, NC area. Candidates in Charlotte/Concord will be considered for the right fit.