Personal Lines Account Manager - Private Client Group

Capstone Search Group; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

A leading insurance agency is seeking a Private Client Group Personal Lines Account Manager to oversee a portfolio of high net worth accounts. This fully remote role involves account management, client relations, and marketing. Ideal candidates will have at least three years of personal lines insurance experience and an active state insurance license.

Qualifications

• Minimum three years of personal lines insurance experience servicing high net worth accounts.

Responsibilities

• Manage existing portfolio of key accounts alongside experienced client service peers.
• Ensure account runs smoothly and service requests are completed on time.

Skills

Personal Lines Insurance

Client Service

Education

Active State Insurance License

Job description

Personal Lines Account Manager - Private Client Group

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Pay Range

This range is provided by Capstone Search Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $100,000.00/yr

About the Role

100% remote, work-from-home insurance job opening for an experienced Private Client Group Personal Lines Account Manager. Due to growth, this independent agency based in the Northeast, which has a substantial high net worth personal lines practice, needs your help managing an existing portfolio of key accounts alongside experienced client service peers and senior leaders.

• Account Management – Ensuring the account runs smoothly, service requests are completed on time, and issues (claims, billing, changes) are swiftly addressed, with support from a third-party firm for policy checking and processing.
• Marketing & Client Relations – Managing renewals, discussing exposure changes, new coverage options, and pricing with clients to optimize coverage and costs.

Skills & Experience

• Minimum three (3) years of personal lines insurance experience servicing clients, especially high net worth accounts, with exposure to specialty carriers.
• Active state insurance license.

Job Specifications

Location: 100% remote for applicants in EST or CST zones, working EST hours. Occasional travel to the office for meetings.

Additional Details

• Seniority Level: Associate
• Employment Type: Full-time
• Job Function: Customer Service and Administrative
• Industries: Staffing, Recruiting, and Insurance