HNW Personal Lines Account Manager
Job in
Plano, Collin County, Texas, 75086, USA
Listed on 2026-09-27
Listing for:
Jonus Group
Full Time
position Listed on 2026-09-27
Job specializations:
-
Insurance
Insurance Agent & Advisor, Property Insurance, Insurance Sales
Job Description & How to Apply Below
High-Net-Worth Personal Lines Account Manager
Job SummarySeeking a highly skilled and experienced High-Net-Worth Personal Lines Account Manager to join a dynamic and growing team. This role involves managing a sophisticated book of business, focusing on High-Net-Worth (HNW) and private-client accounts. The ideal candidate will possess strong HNW carrier knowledge, full-cycle account management expertise, and the ability to deliver exceptional client service in a fast-paced, collaborative environment. This is a hybrid position based in Plano, Texas, with opportunities for professional growth and development.
Compensation Package- Base Salary: $80,000 - $95,000 (commensurate with experience)
- Bonus Opportunities: Available
- Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.
- Manage new and renewal business for standard and HNW Personal Lines accounts.
- Initiate renewal action plans and obtain client updates.
- Market accounts to carriers and prepare submissions, proposals, quote comparisons, and coverage analyses.
- Communicate effectively with Producers, clients, underwriters, and carriers.
- Negotiate premiums and coverage terms.
- Handle policy changes, endorsements, billing inquiries, cancellations, and nonrenewals.
- Issue Auto and other policy documentation.
- Assist with basic claims processing and advocacy.
- Check policies and order loss runs.
- Identify account-rounding opportunities.
- Maintain accurate account documentation and independently manage deadlines.
- Support multiple Producers with varying working styles.
- Experience:
- Minimum of 5+ years in Personal Lines account management.
- Strong High-Net-Worth/Private Client Personal Lines experience.
- Comprehensive knowledge of HNW carriers.
- Proven ability to manage a demanding book of business independently.
- Experience with new and renewal marketing/quoting, coverage reviews, and exposure analysis.
- Licensing: Active Texas Property & Casualty (P&C) license.
- Technical
Skills:
Proficiency in Nexsure and EZLynx software.
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