Personal Lines Account Manager – High Net Worth

Pryor Associates Executive Search

Hauppauge (NY)

Hybrid

USD 72,000 - 120,000

Full time

2 days ago
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Benefits offered by this job

Salary up to $120,000
Health insurance
Dental insurance
Vision insurance
Life insurance
401(k) with company match
Bonuses
AAA membership
In-house gym
Paid holidays
PTO
Hybrid schedule

Job summary

Pryor Associates Executive Search is seeking a Personal Lines Account Manager in Hauppauge, NY to own the full lifecycle of a High Net Worth personal lines book. You will work directly with top carriers and wholesale brokers, handling submissions, binders, and policy issuance from start to finish.

The role requires 3+ years in HNW personal lines, a valid P&C license, and strong communication skills. A hybrid work arrangement (3 in office, 2 remote) is offered with competitive benefits and

Qualifications

  • 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 and MS Office (Word, Excel, Outlook)

Responsibilities

  • 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.

Skills

HNW Personal Lines
P&C License
HNW Carriers
E&S via Wholesale Brokers
MS Office
AMS360
Scribe

Tools

AMS360
Scribe

Job description

Personal Lines Account Manager – High Net Worth

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
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