Personal Lines Account Manager - Account Executive

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

Job Description

Personal Lines Insurance Account Manager

About Us

Southpoint is an established insurance agency in the Chicagoland market with a national reach. We focus on high-net-worth personal clients.

At Southpoint Insurance, we believe our employees are our greatest asset. We foster a work environment where individuals can grow, thrive, and feel genuinely appreciated. Rather than micromanaging, we empower our team members to take ownership of their roles and contribute meaningfully to our shared success.

We value work-life balance, professional development, and collaboration. We are committed to providing an enjoyable, rewarding, and supportive workplace for all employees. Our goal is to make Southpoint a place where people enjoy their work and feel proud of the impact they make.

The Opportunity

We are looking for a highly motivated and experienced Personal Lines Account Manager with a proven track record to join our team.

In this role the right candidate will be responsible for marketing, service and sales of personal lines products with a focus on HNW customers. This is an excellent opportunity for the right candidate to shape, manage and grow our book of HNW Personal Lines business.

If you are passionate about HNW personal lines space and want to have a key role in developing and growing our HNW customer book this is a great opportunity for you.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Dental Insurance
• Vision Insurance
• Life Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Health Insurance

Responsibilities

Key Responsibilities

• Manage renewals
• Cross-sell additional coverages
• New business sales of personal lines products
• Build strong relationships with customers
• Conduct thorough risk assessments and present customized insurance solutions
• Work directly on developing a marketing strategy to grow our HNW book of business.
• Assist with managing insurance company relationships

Requirements

Requirements

The ideal candidate will;

• Have at least 3 years prior experience in sales and service of HNW Personal Lines customers.
• Worked with Chubb, Vault, AIG, Pure and Berkley One.
• Have a comprehensive understanding of the key companies that are active in the HNW space.
• The ability to work independently
• Work well with other team members to create a positive work environment.
• Worked with AMS360, EPIC or TAM.