Personal Lines HNW Account Manager / Lead

Personal Lines Account Manager - High Net Worth (HNW) Lead

Job Summary

Seeking a highly motivated and experienced Personal Lines Account Manager - High Net Worth (HNW) Lead to join a dynamic and collaborative team. If you are a sharp, responsible professional with a strong understanding of personal lines insurance and a passion for providing white-glove service, a encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $80,000 annually
• Commissions: 20% on new business; 10% on renewals for accounts generating over $5,000 in revenue
• Health Benefits: 50% of healthcare costs covered

Responsibilities

• Provide white-glove service to high-value personal lines accounts, including standard and high-net-worth clients.
• Manage a portfolio of 10-15 renewals per month, ensuring timely and accurate processing.
• Quote and negotiate new and renewal business, delivering tailored proposals to meet client needs.
• Collaborate with carriers such as Travelers, Hartford, Safeco, AMtrust, Progressive, Liberty Mutual, Cincinnati, Auto-Owners, and Western Reserve.
• Utilize EPIC and High Level software to manage client accounts and streamline processes.
• Proactively handle new business inquiries and provide exceptional customer service.
• Maintain a deep understanding of carrier products and guidelines to ensure optimal client solutions.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of tenure in personal lines insurance; 3-5 years of experience preferred.
• Technical Skills: Proficiency in EPIC and High Level software is required.
• Geographic Requirement: Must reside in the Midwest (OH, KY, PA).
• Soft Skills:
  • Sharp and detail-oriented
  • Highly responsible and dependable
  • Strong initiative and problem-solving skills
  • Excellent communication and interpersonal abilities
  • In-depth knowledge of insurance carriers and their offerings

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