Account Manager - High Net Worth

About the Role

As a Personal Lines Account Manager, you’ll join an independent agency’s personal lines division. Growing, and at capacity with current accounts, they need your help with day-to-day administration of accounts. You’ll support producers and a senior client manager. The company also offers a great private company culture if you want to leave behind the national broker politics without sacrificing account complexity.

Duties & Responsibilities

• Gather information from clients to help with renewal preparation and remarketing/placement
• Rate and quote through online carrier platforms
• Deliver quotes to clients; compile information, paperwork, and small presentation materials
• Handle daily service requests (ID cards, COI, and endorsements)

Skills & Experience

To be considered for this role you must offer:

• Strong personal lines experience, working with high net worth or affluent clients strongly preferred
• Be familiar with policies, underwriting review, and quoting business with multiple carriers
• Comfortable with data entry in an agency management system, preferably Applied/EPIC
• Can work in Excel to prepare premium/loss summaries
• Must possess MA State Property and Casualty license

Compensation, Benefits, & Perks

$75-90,000 + comprehensive benefits package + flexible hybrid WFH schedule