Personal Lines Account Manager (High Net Worth)

Jonus Group; Grand Rapids (MI); On-site; USD 70,000 - 100,000; Full time

Job summary

Jonus Group is seeking a motivated Personal Lines Account Manager (High Net Worth) to join our client services team in Grand Rapids, MI. You will manage a book of high-net-worth clients, delivering tailored insurance solutions and exemplary service tailored to affluent individuals and families.

The role focuses on relationship management, renewals, mid-term changes, risk assessment, and collaboration with underwriters to ensure coverage meets complex needs.

Qualifications

• Education: High school diploma or equivalent; Bachelor’s preferred.
• Minimum 3 years in personal lines with high-net-worth focus.
• Active Property and Casualty License required.
• Strong interpersonal and communication skills.
• Proficiency with agency mgmt systems, CRM, and MS Office.

Responsibilities

• Build and maintain relationships with high-net-worth clients.
• Manage renewals, mid-term changes, and retention strategies.
• Assess needs and recommend comprehensive personal insurance solutions.
• Collaborate with underwriters and teams to resolve inquiries.
• Conduct coverage reviews and identify gaps for risk management.
• Provide timely communication on questions, claims, and concerns.
• Stay informed on trends, products, and regulations in high-net-worth lines.
• Identify cross-selling opportunities.
• Keep accurate client records to ensure compliance.
• Participate in training to enhance high-net-worth expertise.

Skills

Interpersonal skills

Multitasking

Client relationship management

Attention to detail

Communication

Education

High school diploma

Bachelor’s degree preferred

Tools

CRM software

Agency management system

MS Office

Job description

Personal Lines Account Manager (High Net Worth)

Job Summary

Seeking a motivated and experienced Personal Lines Account Manager (High Net Worth) to join a dynamic team. This role involves managing and servicing a portfolio of high-net-worth clients by delivering personalized insurance solutions tailored to their specific needs. The position requires a strong focus on client relationship management, attention to detail, and expertise in personal lines insurance for affluent individuals and families.

Responsibilities

• Build, nurture, and maintain strong relationships with high-net-worth clients to ensure satisfaction and loyalty.
• Proactively manage an assigned book of business, including renewals, mid-term changes, and retention strategies.
• Assess clients' personal insurance needs and recommend comprehensive solutions, selecting appropriate products from premier carriers.
• Collaborate with underwriters, insurers, and internal teams to resolve policy-related inquiries and provide outstanding service.
• Conduct thorough coverage reviews, identify gaps, and recommend tailored risk management strategies.
• Provide professional and timely communication to address client questions, claims, and concerns.
• Stay informed on industry trends, products, regulations, and best practices within high-net-worth personal lines.
• Identify additional coverage needs and support cross-selling initiatives of relevant insurance solutions.
• Maintain accurate and organized client records to ensure compliance with company policies and regulatory standards.
• Participate in training and development programs to enhance skills and knowledge in high-net-worth personal lines insurance.

Qualifications/Requirements

• Education: High school diploma or equivalent required; Bachelor’s degree in Business, Finance, Insurance, or a related field preferred.
• Experience: Minimum of 3 years’ experience in personal lines insurance, with a focus on high-net-worth clientele strongly preferred.
• Licensing: Active Property and Casualty Insurance License required.
• Skills:
  • Strong interpersonal and communication skills, both written and verbal.
  • Exceptional organizational and multitasking abilities to manage a dynamic workload.
  • Client-focused mindset with proven success in building and maintaining long-term relationships.
  • Analytical skills to evaluate client needs and recommend appropriate insurance solutions.
  • Proficiency in industry-specific software, including agency management systems, CRM tools, and MS Office Suite.
• Preferred Qualifications:
  • Deep knowledge of high-net-worth insurance products (e.g., fine arts, collectibles, personal liability, excess liability, etc.).
  • Relevant certifications such as ARM, CIC, CPCU, or equivalent.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.