Personal Lines Account Manager - High Net Worth

About the Role

As Personal Lines Account Manager- High Net Worth, you join a fast-paced group handling High Net Worth policies from A-to-Z for one of the largest insurance brokers in the country. The ideal profile is someone with 3+ years of personal lines insurance experience with proficiency in servicing private client group accounts.

Duties & Responsibilities

Keys to your success include:

• Assume leadership over all front line communication with clients about existing policies and programs to include in-force coverage (and changes to), exclusions and exposures, accounting/billing issues, and renewal preparation.
• Review all communication including summaries and binders to and from the agency and insurance company prior to delivery to the client.
• Attend client meetings as needed.

Skills & Experience

• At least three (3) years of insurance experience servicing personal lines policies (home and auto) policies. Prior work with private client policies and insurance carriers is required.
• State insurance license.

Job Specs

Location: Open to remote, work-from-home applicants in the West Coast, Southwest, Mountain West, and Central States (west of the Mississippi).