Personal Lines/Private Client Account Manager

The Jonus Group; Montgomery (AL); On-site; USD 75,000 - 85,000; Full time

Job summary

The Jonus Group is seeking a highly skilled High Net Worth Personal Lines Account Manager (HNW PLAM) in Montgomery, AL. This role focuses on managing a portfolio of high-net-worth and standard personal lines, delivering proactive service and tailored coverage.

You will market, quote, and renew business, strengthen client relationships, and collaborate with internal teams to grow the personal lines department. AMS360 proficiency is preferred for efficient account management.

Qualifications

• Licensure: Property & Casualty (P&C) license is required.
• 8+ years of solid experience in personal lines insurance.
• Experience marketing, quoting, and managing both new and renewal business.
• Experience working with high-net-worth clients is highly preferred.

Responsibilities

• Manage and service a portfolio of high-net-worth and standard personal lines accounts.
• Handle marketing for new and renewal business, ensuring competitive pricing and coverage.
• Drive retention by building strong client relationships and delivering exceptional service.
• Collaborate with internal teams to grow the personal lines department.
• Provide expert advice and solutions tailored to high-net-worth clients.
• Utilize AMS360 to manage accounts efficiently.

Skills

P&C license

Marketing & negotiation

Communication skills

Client relationship management

Tools

AMS360

Job description

Job Description

Personal Lines Account Manager (HNW PLAM)

Job Summary

Seeking a highly skilled and motivated High Net Worth Personal Lines Account Manager (HNW PLAM) to join a growing team. The ideal candidate will have a strong background in personal lines insurance, a proactive attitude, and a passion for delivering exceptional service to high-net-worth clients.

Compensation Package

• Salary Range: $75,000 - $85,000 annually


• Benefits Offered: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of high-net-worth and standard personal lines accounts.


• Handle marketing for new and renewal business, ensuring competitive pricing and coverage.


• Drive retention efforts by building strong client relationships and delivering exceptional service.


• Collaborate with internal teams to grow the personal lines department.


• Provide expert advice and solutions tailored to the unique needs of high-net-worth clients.


• Utilize AMS360 software to manage accounts efficiently.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.


• Experience:
  
  
  
  • Minimum of 8 years of solid experience in personal lines insurance.
  
  
  • Proven ability to market, quote, and manage both new and renewal business.
  
  
  • Experience working with high-net-worth clients is highly preferred.
  
  
  
  


• Skills:
  
  
  
  • Strong marketing and negotiation skills.
  
  
  • Proactive, aggressive, and results-driven mindset.
  
  
  • Excellent communication and interpersonal skills.
  
  
  
  


• Technical Proficiency: Familiarity with AMS360 software is preferred.