High Net Worth Personal Lines Account Manager
Remote Opportunity with a Premier Independent Insurance Agency
Our client is seeking an experienced High Net Worth Personal Lines Account Manager to support an established book of affluent and high-net-worth clients. This fully remote position offers the opportunity to work with sophisticated personal insurance programs while delivering concierge-level service.
The ideal candidate is detail-oriented, proactive, and committed to providing an exceptional client experience for individuals and families with complex insurance needs.
Key Responsibilities
- Manage a portfolio of high-net-worth personal lines clients.
- Service homeowners, automobile, umbrella, valuable articles, collections, watercraft, and other specialty personal insurance policies.
- Prepare renewals, endorsements, policy changes, and coverage recommendations.
- Review policies to identify gaps and recommend appropriate coverage enhancements.
- Coordinate directly with premier insurance carriers and underwriting partners.
- Build trusted client relationships through responsive, personalized service.
- Maintain accurate agency management system documentation and policy records.
Qualifications
- 3–10 years of Personal Lines Account Management experience.
- Experience servicing affluent or high-net-worth clients is strongly preferred.
- Active Property & Casualty license preferred.
- Knowledge of carriers serving the private client marketplace.
- Exceptional communication, organization, and relationship management skills.
- Strong attention to detail and commitment to client satisfaction.
- Demonstrated employment stability with a consistent work history. Candidates with a pattern of frequent job changes will not be considered.
Why Join?
- Fully remote position
- Work with a premier book of high-net-worth clients
- Strong leadership and collaborative culture
- Competitive salary, benefits, and long-term career advancement
- Opportunity to join an agency recognized for outstanding client service and employee retention