HNW Personal Lines Account Manager — Hybrid in Plano

The Jonus Group; Plano (TX); Hybrid; USD 80,000 - 95,000; Full time

Benefits offered by this job

Competitive benefits package

401(k)

Paid time off

Professional development opportunities

Job summary

The Jonus Group in Plano, Texas seeks a seasoned High-Net-Worth Personal Lines Account Manager to oversee a sophisticated book of business, focusing on HNW and private-client accounts. You will leverage strong carrier knowledge and full-cycle account management to deliver exceptional client service in a fast-paced, collaborative environment.

This hybrid role offers growth opportunities, with a base salary range of $80,000–$95,000, bonus potential, and a competitive benefits package.

Qualifications

• Minimum 5+ years in Personal Lines account management.
• Strong High-Net-Worth/Private Client Personal Lines experience.
• Comprehensive knowledge of HNW carriers.
• Proven ability to manage a demanding book of business independently.

Responsibilities

• Manage new and renewal business for standard and HNW Personal Lines accounts.
• Initiate renewal action plans and obtain client updates.
• Market accounts to carriers and prepare submissions, proposals, quote comparisons, and coverage analyses.
• Communicate effectively with Producers, clients, underwriters, and carriers.
• Negotiate premiums and coverage terms.
• Handle policy changes, endorsements, billing inquiries, cancellations, and nonrenewals.
• Issue Auto ID cards and other policy documentation.
• Assist with basic claims processing and advocacy.
• Check policies and order loss runs.
• Identify account-rounding opportunities.
• Maintain accurate account documentation and independently manage deadlines.
• Support multiple Producers with varying working styles.

Skills

HNW personal lines experience

Account management

Carrier market knowledge

Client service excellence

Tools

Nexsure

EZLynx

Job description

The Jonus Group in Plano, Texas seeks a seasoned High-Net-Worth Personal Lines Account Manager to oversee a sophisticated book of business, focusing on HNW and private-client accounts. You will leverage strong carrier knowledge and full-cycle account management to deliver exceptional client service in a fast-paced, collaborative environment.

This hybrid role offers growth opportunities, with a base salary range of $80,000–$95,000, bonus potential, and a competitive benefits package.