Account Manager – High Net Worth, Personal Lines

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee and nurture relationships with high-net-worth clients as the primary liaison for their personal insurance requirements.

• Evaluate clients’ insurance necessities and create customized coverage solutions for luxury homes, vehicles, jewelry, fine art, and other valuable assets.

• Offer personalized risk management guidance.

• Manage policy renewals, endorsements, and modifications to coverage.

• Assist clients with claims and collaborate with carriers to ensure timely and fair resolutions.

• Negotiate terms and pricing with insurance providers.

• Conduct regular reviews of client portfolios.

• Remain informed about market trends, regulatory updates, and emerging risks.

• Ensure adherence to company policies, industry standards, and regulatory mandates.

• Undertake additional assigned projects, duties, and responsibilities.

⛳️ Requirements

• A Property and Casualty License from the state of domicile is required and must be maintained.

• High School Diploma or equivalent is necessary.

• A minimum of 5 years’ experience in personal lines insurance, focusing on high-net-worth clients.

• In-depth knowledge of personal insurance products for high-net-worth individuals and families.

• Proven experience managing insurance portfolios for high-net-worth clients, including luxury homes, fine art, and collectibles.

• Familiarity with complex insurance products, risk management strategies, and claims processes.

• Strong analytical and mathematical capabilities.

• Exceptional PowerPoint and presentation abilities.

• Comprehensive understanding of personal lines coverage and intricate insurance needs.

• Outstanding written and verbal communication skills.

• Advanced proficiency in Microsoft Office, particularly Excel, PowerPoint, and Word.

• Computer literacy and the ability to acquire new software skills.

• Advanced understanding of insurance markets, products, services, insurance ratings, and underwriting practices.

• A valid driver’s license.

• Willingness to travel to client locations.

• A reliable mode of transportation.

• CPCU and/or Certified Insurance Counselor (CIC) designations are advantageous.

• A four-year degree in Business, Finance, or a related field is preferred.

🏝️ Benefits

• Competitive salary.

• Family health and wellness programs.

• 401K plan.

• Employee assistance initiatives.

• Paid time off.

• Paid holidays.

• Opportunities for career advancement and professional development.

• Discretionary annual incentive program, subject to program regulations and individual and organizational performance.