HNW Private Client Account Manager - Hybrid Houston

Cesfl; Houston (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Cesfl in Houston, TX, is seeking an experienced Personal Lines Account Manager focused on High Net Worth and Private Client VIP service in a hybrid role. You will manage both new business and renewals, coordinate policy changes, binders, certificates, and quotes while delivering exceptional client service.

Ideal candidates have 3+ years in personal lines at an independent agency, strong communication and organizational skills, knowledge of HNW markets such as Chubb or AIG, and an active P&C

Qualifications

• 3+ years in personal lines account management at an independent agency.
• HNW personal insurance products knowledge and markets.
• Active P&C license.

Responsibilities

• Manage HNW Personal Lines accounts and focus on retention.
• Handle new business and renewals, including quotes and binders.
• Process policy changes, certificates, and issuing binding documents.
• Maintain accurate records in the agency management system.

Skills

Customer service

Communication

Organization

Education

Active P&C license

Tools

Agency management system

Job description

Cesfl in Houston, TX, is seeking an experienced Personal Lines Account Manager focused on High Net Worth and Private Client VIP service in a hybrid role. You will manage both new business and renewals, coordinate policy changes, binders, certificates, and quotes while delivering exceptional client service.

Ideal candidates have 3+ years in personal lines at an independent agency, strong communication and organizational skills, knowledge of HNW markets such as Chubb or AIG, and an active P&C