HNW Personal Lines Account Manager | Hybrid Plano

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

Benefits offered by this job

401(k)

Paid time off

Professional development opportunities

Job summary

Jonus Group seeks an experienced High-Net-Worth Personal Lines Account Manager in Plano, TX to manage a sophisticated book of business focusing on HNW and private-client accounts. This hybrid role requires strong carrier knowledge and full-cycle account management in a fast-paced environment.

The ideal candidate brings 5+ years in Personal Lines, HNW/Private Client expertise, and the ability to work with Producers, underwriters, and carriers while delivering top-tier client service.

Qualifications

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

Personal Lines

Account management

Quoting/marketing

Tools

Nexsure

EZLynx

Job description

Jonus Group seeks an experienced High-Net-Worth Personal Lines Account Manager in Plano, TX to manage a sophisticated book of business focusing on HNW and private-client accounts. This hybrid role requires strong carrier knowledge and full-cycle account management in a fast-paced environment.

The ideal candidate brings 5+ years in Personal Lines, HNW/Private Client expertise, and the ability to work with Producers, underwriters, and carriers while delivering top-tier client service.