Private Client Account Manager, Personal Lines

Jobtailor; Oregon (WI); On-site; USD 110,000 - 160,000; Full time

Job summary

Jobtailor is seeking an experienced insurance professional to manage a portfolio of personal lines and high-net-worth clients. You will handle policy changes, billing inquiries, coverage questions, and problem resolution while identifying coverage gaps and opportunities during annual reviews.

The role requires advising affluent individuals on personal insurance programs, strong communication, and proven account management across carrier platforms.

Qualifications

• At least 10 years of Property & Casualty insurance experience.
• 5 years serving affluent/high-net-worth households.
• Active Property & Casualty Insurance license (required).
• Experience advising affluent individuals on personal insurance programs.
• Strong written and verbal communication; explain complex coverage clearly.
• Proven personal lines account management and knowledge of carrier products and policy language.
• Ability to manage multiple client requests with accuracy and responsiveness.
• Proficiency with AMS360, carrier platforms, and MS Office.

Responsibilities

• Serve as the primary contact for a portfolio of personal lines and high-net-worth clients.
• Provide excellent client service, including policy changes, billing questions, coverage inquiries, and problem-solving.
• Perform annual renewal and account reviews, identifying coverage gaps and enhancement opportunities.
• Educate clients on policy features, endorsements, and risk mitigation strategies.
• Manage policy changes, coverage questions, and day-to-day client service needs.
• Partner with carriers, brokers, and MGAs to place new and hard-to-place risks.
• Support Advisor with proposals, prospect opportunities, and client presentations as needed.

Skills

Property & Casualty experience

Personal lines management

Client service excellence

Communication skills

Detail orientation

Education

Active Property & Casualty Insurance License

Tools

AMS360

Carrier platforms

Microsoft Office Suite

Job description

• Serve as the primary point of contact for a portfolio of personal lines and high-net-worth clients


• Provide excellent client service, including policy changes, billing questions, coverage inquiries, and problem-solving


• Perform annual renewal and account reviews, identifying coverage gaps and enhancement opportunities


• Educate clients on policy features, endorsements, and risk mitigation strategies


• Manage policy changes, coverage questions, and day-to-day client service needs


• Partner with carriers, brokers, and MGAs to place new and hard-to-place risks


• Support Advisor with proposals, prospect opportunities, and client presentations as needed

Requirements

• At least 10 years of Property & Casualty insurance experience


• 5 years serving affluent and/or high-net-worth households


• Active Property & Casualty Insurance license (required)


• Experience advising affluent individuals and families on personal insurance programs


• Strong written and verbal communication skills, with the ability to explain complex coverage clearly


• Proven personal lines account management experience and knowledge of carrier products and policy language


• Ability to manage multiple client requests with accuracy, responsiveness, and attention to detail


• Proficiency with agency management systems (AMS360 preferred), carrier platforms, and Microsoft Office Suite


• A self-sufficient, collaborative work style, effective both independently and as part of a team

Core Competencies

Demonstrates extensive experience in Property & Casualty insurance, particularly in managing personal lines for high-net-worth clients. Proficient in client service, policy management, and effective communication of complex insurance concepts.

Highest-signal resume keywords

• Property & Casualty Insurance Experience


• Personal Lines Account Management


• Active Property & Casualty Insurance License


• Client Service Excellence


• Agency Management Systems Proficiency

ATS Optimization Keywords

Hard Skills

• Policy Management


• Coverage Analysis


• Risk Mitigation Strategies


• Account Reviews


• Insurance Program Advising

Soft Skills

• Strong Communication Skills


• Attention to Detail


• Collaborative Work Style


• Problem-Solving Ability


• Responsiveness

Certifications & Qualifications

• Active Property & Casualty Insurance License

Industry Keywords

• High-Net-Worth Clients


• Personal Insurance Programs


• Affluent Households


• Policy Endorsements


• Coverage Gaps

Tools & Technologies

• AMS360


• Carrier Platforms


• Microsoft Office Suite