Personal Line Account Manager
Job Summary:
We are seeking a seasoned High Net Worth Personal Lines Account Manager to join an elite Michigan based agency as a remote employee. In this role, you will manage and grow a portfolio of high-net-worth clients, delivering personalized insurance solutions and ensuring the highest level of client satisfaction. You will work closely with company partners and internal claims and sales teams to provide a seamless experience for clients.
PLEASE NOTE: this position is available as fully remote for candidates in MICHIGAN ONLY.
Key Responsibilities:
• Be the main point of contact for a portfolio of high-net-worth clients, managing all their insurance needs.
• Review clients' insurance coverage regularly to ensure it’s adequate and identify any gaps.
• Offer expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and specialized coverages.
• Build and maintain strong client relationships, understanding their needs and recommending appropriate solutions.
• Manage the placement of new policies, renewals, and endorsements.
• Ensure all client documentation is accurate, current, and compliant with industry regulations.
• Look for opportunities to cross-sell or up-sell insurance products within your client portfolio.
• Support the sales team in acquiring new clients by providing expert insurance knowledge.
• Attend networking events and industry conferences to represent the company and generate business leads.
• Work with marketing and business development teams to improve client service offerings.
Desired Qualifications & Skills:
• Minimum of 3-5 years of experience in personal insurance.
• Experience with agency management applications such as AMS 360.
• Active Property & Casualty License.
• Professional designations such as CPCU, ARM, or CIC are highly desirable, but not required.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships remotely.
• High level of attention to detail and strong organizational skills.
Benefits & Perks:
• FULLY REMOTE ROLE FOR MICHIGAN RESIDENTS ONLY
• Benefits: 100% medical for employee paid for (HMO); Dental and LTD offered
• 401k with 3% match
Apply Now
Apply Now
We are seeking a seasoned High Net Worth Personal Lines Account Manager to join an elite Michigan based agency as a remote employee. In this role, you will manage and grow a portfolio of high-net-worth clients, delivering personalized insurance solutions and ensuring the highest level of client satisfaction. You will work closely with company partners and internal claims and sales teams to provide a seamless experience for clients.
PLEASE NOTE: this position is available as fully remote for candidates in MICHIGAN ONLY.
Key Responsibilities:
• Be the main point of contact for a portfolio of high-net-worth clients, managing all their insurance needs.
• Review clients' insurance coverage regularly to ensure it’s adequate and identify any gaps.
• Offer expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and specialized coverages.
• Build and maintain strong client relationships, understanding their needs and recommending appropriate solutions.
• Manage the placement of new policies, renewals, and endorsements.
• Ensure all client documentation is accurate, current, and compliant with industry regulations.
• Look for opportunities to cross-sell or up-sell insurance products within your client portfolio.
• Support the sales team in acquiring new clients by providing expert insurance knowledge.
• Attend networking events and industry conferences to represent the company and generate business leads.
• Work with marketing and business development teams to improve client service offerings.
Desired Qualifications & Skills:
• Minimum of 3-5 years of experience in personal insurance.
• Experience with agency management applications such as AMS 360.
• Active Property & Casualty License.
• Professional designations such as CPCU, ARM, or CIC are highly desirable, but not required.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships remotely.
• High level of attention to detail and strong organizational skills.
Benefits & Perks:
• FULLY REMOTE ROLE FOR MICHIGAN RESIDENTS ONLY
• Benefits: 100% medical for employee paid for (HMO); Dental and LTD offered
• 401k with 3% match
Apply Now
Apply Now