Personal Lines Account Manager – High Net Worth

Pryor Associates Executive Search; Hauppauge (NY); Hybrid; USD 108,000 - 132,000; Full time

Benefits offered by this job

Salary up to $120,000

Company-paid health insurance

Company-paid dental insurance

Company-paid vision insurance

Company-paid life insurance

401(k) with company match

Growth bonuses

AAA membership

In-house gym membership

Paid holidays

PTO

Hybrid schedule

Job summary

Pryor Associates Executive Search is seeking a Personal Lines Account Manager for its Hauppauge, Long Island office to own a High Net Worth book from submission to policy issuance. You will liaise with top carriers and wholesale brokers to ensure accurate coverage and competitive terms.

Ideal candidates have 3+ years in HNW personal lines, a valid P&C license, and strong communication skills. The role offers a hybrid schedule, competitive benefits, and growth opportunities within a collaborative

Qualifications

• 3+ years of experience in High Net Worth personal lines.
• Active Property & Casualty Insurance License in good standing.
• Experience with leading HNW carriers: Chubb, AIG, PURE, Cincinnati, Berkley One.
• Experience placing hard-to-place Excess & Surplus Lines via wholesale brokers.
• Strong problem-solving and independent decision-making.
• Excellent written and verbal communication.
• Proficiency with agency management systems, carrier portals, and MS Office.

Responsibilities

• Manage and service an assigned High Net Worth personal lines book of business.
• Prepare new business and renewal submissions, including marketing, rating, and proposals.
• Handle applications, supplemental forms, binders, and the binder process through policy issuance.
• Produce coverage summaries, Broker of Record forms, and certificates.
• Prepare and conduct client renewal reviews.
• Provide back-up support to fellow Account Managers as part of a collaborative team.

Skills

Problem solving

Verbal communication

Written communication

MS Office proficiency

Education

Property & Casualty Insurance License

Tools

AMS360

Scribe

MS Office

Job description

Personal Lines Account Manager – High Net Worth

About the Role

We're hiring a Personal Lines Account Manager to manage and service an assigned High Net Worth book of business at our Hauppauge, Long Island office. You'll own the full account lifecycle — new business and renewal submissions through policy issuance — and work directly with leading HNW carriers and wholesale brokers.

What You'll Do

• Manage and service an assigned High Net Worth (HNW) personal lines book of business
• Prepare new business and renewal submissions, including marketing, rating, and proposal presentations
• Handle applications, supplemental forms, binders, and the binder process through policy issuance
• Produce coverage summaries, Broker of Record forms, and certificates
• Prepare and conduct client renewal reviews
• Provide back-up support to fellow Account Managers as a member of a collaborative team

What You'll Bring

• 3+ years of experience in High Net Worth personal lines
• Property & Casualty Insurance License in good standing
• Direct experience with leading HNW carriers: Chubb, AIG, PURE, Cincinnati, and Berkley One
• Experience placing hard-to-place Excess & Surplus Lines business through wholesale brokers
• Strong problem-solving skills and the judgment to make independent decisions
• Excellent written and verbal communication skills
• Proficiency with agency management systems, carrier portals, and MS Office (Word, Excel, Outlook)

Nice to Have

• Working knowledge of AMS360
• Experience with Scribe

What We Offer

• Salary up to $120,000, depending on experience
• Company-paid health, dental, vision, and life insurance
• 401(k) with full company match
• Quarterly and annual agency growth bonuses
• Company-paid AAA membership
• Optional in-house gym membership
• Paid holidays and PTO
• Hybrid schedule: 3 days in office, 2 days remote