High Net Worth Account Manager

Job Description Personal Lines Account Manager/Account Executive Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager or Account Executive to join a team. This role involves managing a book of business with $300k+ in revenue, focusing on High Net Worth (HNW) and Standard Personal Lines accounts. The ideal candidate will have a proven track record of delivering exceptional client service, cross-selling, and upselling.

• Salary Range: $50,000 - $65,000 for Account Manager; up to $75,000 for Account Executive (based on experience and book size).
• Benefits:
  Comprehensive Medical, Dental, and Vision insurance.
• Additional Perks:
  Opportunity for professional growth within a supportive team culture.

• Manage and service a book of business with $300k+ in revenue.
• Provide exceptional service to High Net Worth (HNW) clients and carriers.
• Handle quoting for new and renewal business (20% new, 80% renewal).
• Cross-sell and upsell Personal Lines products to existing and new clients.
• Build and maintain strong relationships with clients and carriers.
• Communicate effectively with team members and clients, both professionally and personally.

• Licenses:
  Active Property & Casualty (P&C) license required.
• Experience:
  
  Minimum of 2+ years in a similar role, with a focus on High Net Worth clients and carriers. Longevity in previous roles is preferred.
• Technical
  
  Skills:
  
  Proficiency in Epic software is required.
• Soft Skills:
  • Strong written communication skills, particularly in email correspondence.
  • Ability to build rapport and maintain professional relationships.
  • Effective verbal communication skills with team members and clients.
• Education:
  
  Not seeking recent graduates; prior industry experience is essential.