Personal Lines Account Manager - Account Executive

Job Description

Job Description

Personal Lines Insurance Account Manager

About Us

Southpoint is an established insurance agency in the Chicagoland market with a national reach. We focus on high-net-worth personal clients.

At Southpoint Insurance, we believe our employees are our greatest asset. We foster a work environment where individuals can grow, thrive, and feel genuinely appreciated. Rather than micromanaging, we empower our team members to take ownership of their roles and contribute meaningfully to our shared success.

We value work-life balance, professional development, and collaboration. We are committed to providing an enjoyable, rewarding, and supportive workplace for all employees. Our goal is to make Southpoint a place where people enjoy their work and feel proud of the impact they make.

The Opportunity

We are looking for a highly motivated and experienced Personal Lines Account Manager with a proven track record to join our team.

In this role the right candidate will be responsible for marketing, service and sales of personal lines products with a focus on HNW customers. This is an excellent opportunity for the right candidate to shape, manage and grow our book of HNW Personal Lines business.

If you are passionate about HNW personal lines space and want to have a key role in developing and growing our HNW customer book this is a great opportunity for you.

Responsibilities

Key Responsibilities

• Manage renewals
• Cross-sell additional coverages
• New business sales of personal lines products
• Build strong relationships with customers
• Conduct thorough risk assessments and present customized insurance solutions
• Work directly on developing a marketing strategy to grow our HNW book of business.
• Assist with managing insurance company relationships

Requirements

Requirements

The ideal candidate will;

• Have at least 3 years prior experience in sales and service of HNW Personal Lines customers.
• Worked with Chubb, Vault, AIG, Pure and Berkley One.
• Have a comprehensive understanding of the key companies that are active in the HNW space.
• The ability to work independently
• Work well with other team members to create a positive work environment.
• Worked with AMS360, EPIC or TAM.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Dental Insurance
• Vision Insurance
• Life Insurance
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan
• Health Insurance