Private Client Account Manager; Houston, TX

Cesfl; Houston (TX); Hybride; USD 65 000 - 90 000; Plein temps

Résumé du poste

Cesfl in Houston, TX, is seeking an experienced Personal Lines Account Manager focused on High Net Worth and Private Client VIP service in a hybrid role. You will manage both new business and renewals, coordinate policy changes, binders, certificates, and quotes while delivering exceptional client service.

Ideal candidates have 3+ years in personal lines at an independent agency, strong communication and organizational skills, knowledge of HNW markets such as Chubb or AIG, and an active P&C

Qualifications

• 3+ years in personal lines account management at an independent agency.
• HNW personal insurance products knowledge and markets.
• Active P&C license.

Responsabilités

• Manage HNW Personal Lines accounts and focus on retention.
• Handle new business and renewals, including quotes and binders.
• Process policy changes, certificates, and issuing binding documents.
• Maintain accurate records in the agency management system.

Connaissances

Customer service

Communication

Organization

Formation

Active P&C license

Outils

Agency management system

Description du poste

Personal Lines Account Manager – High Net Worth | Private Client | VIP Location: Houston, TX (Hybrid) Top retail insurance agency seeks an experienced Personal Lines Account Manager with HNW | Private Client | VIP experience to deliver exceptional service and manage both the new and renewal process.

Key Responsibilities:

• Manage HNW Personal Lines accounts, ensuring customer satisfaction and focus on retention.
• Handle new business and renewals, including policy change request, binders, certs, and quoting.
• Handle the day-to-day workflow of insurance processing while supporting client needs.
• Use agency management system to keep accurate records.

Qualifications:

• 3+ years in personal lines insurance account management experience with an independent agency.
• HNW personal insurance products knowledge and insurance markets (Chubb, AIG, PURE, etc.)
• Active P&C license.
• Strong customer service, communication, and organizational skills.