Private Client Personal Lines Specialist - HNW Insurance

Associated Agencies Ltd; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Bonus eligibility

Benefits package

Job summary

Associated Agencies Ltd is seeking a Private Client Personal Lines Account Manager in the United States. The role requires a P&C license and 5+ years of high net worth personal lines experience to manage a large book of business with exceptional client service.

You will review renewals, explain coverages, and collaborate with underwriters at major carriers to ensure full protection and compliance. Proficiency with Epic and MS Office is essential to maintain accurate records and communications.

Qualifications

• 5+ years of High Net Worth personal lines insurance experience.
• P&C Producer License is required.
• Knowledge of high net worth carrier websites and their appetites.

Responsibilities

• Proactively review policies at renewal and identify gaps in coverage.
• Explain coverage and policy details to clients clearly.
• Identify opportunities to add necessary lines of business for comprehensive protection.
• Build and maintain trust with a large book of clients and handle inquiries and advice.
• Document policy changes and endorsements in Epic.
• Oversee remarketing of accounts when rates or risks change.
• Maintain relationships with underwriters at key personal lines carriers.
• Review home inspections and communicate carrier requirements to ensure compliance.

Skills

P&C personal lines expertise

High net worth experience

Strong communication skills

Multitasking and organizational skills

Client relationship management

Tools

Epic system

Microsoft Office (Outlook, Excel, PowerPoint)

Job description

Associated Agencies Ltd is seeking a Private Client Personal Lines Account Manager in the United States. The role requires a P&C license and 5+ years of high net worth personal lines experience to manage a large book of business with exceptional client service.

You will review renewals, explain coverages, and collaborate with underwriters at major carriers to ensure full protection and compliance. Proficiency with Epic and MS Office is essential to maintain accurate records and communications.