Personal Lines Account Manager | Property & Casualty Palm Beach Gardens, FL, United States (Hyb[...]

Personal Lines Account Manager | Property & Casualty Deliver exceptional service to an assigned book of high-net-worth personal insurance clients, addressing their unique needs and expectations with attention to privacy, confidentiality, and bespoke coverage solutions. Resolve moderately complex service requests and insurance issues directly, utilizing knowledge of luxury assets such as fine homes, automobiles, yachts, jewelry, collectibles, and umbrella liability. Act as the primary point of contact and outward-facing advisor for assigned accounts, maintaining direct client relationships and ensuring superior day‑to‑day service. Build and nurture long-term relationships with high‑net‑worth clients, acting as a trusted insurance consultant for their personal risk‑management needs. Represent clients internally, collaborating with underwriting, claims, and risk‑management teams to implement customized insurance programs and oversee the completion of projects or ongoing service needs. Proactively elevate client concerns when appropriate to ensure timely resolution and uphold the highest standards of client satisfaction. Assist client services management in conducting client meetings, policy reviews, and renewal discussions, often in coordination with wealth managers or financial advisors. Accurately input and manage sensitive client data in all appropriate software systems for vendors, carriers, and internal records within required timeframes. Participate in new client onboarding, renewals, and client meetings, ensuring seamless transitions and comprehensive coverage for high‑value assets. Establish and maintain strong business rapport with specialized insurance carriers and vendors who serve the high‑net‑worth market. Discuss applicable legislation, regulatory changes, and market trends with clients, providing insight into emerging risks or coverage opportunities for affluent households. Ensure strict adherence to all internal controls, procedures, and compliance requirements, especially those relevant to high net‑worth and luxury asset coverage. Identify and recommend additional lines of coverage or enhancements to address evolving risks and lifestyle changes, such as cyber liability, domestic staff liability, flood, and excess liability. Provide guidance and direction to less experienced client service staff, sharing expertise in high‑net‑worth account management. Additional responsibilities as assigned. Preferred Qualifications: Valid Florida Property & Casualty license Experience servicing high net‑worth personal insurance accounts Excellent communication, discretion, and organizational skills Minimum Qualifications: High School Diploma or GED required 3 to 5 years customer service experience in the insurance industry required Must maintain current required licenses and certifications relevant to field of expertise Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Ability to work in team environment as well as independently Must be able to travel based on client and business needs Compensation & Benefits: comprehensive medical and dental insurance retirement savings life and disability insurance health care and dependent care reimbursement accounts certification incentives education assistance referral program and much more Reasonable Accommodation: If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling View phone number on click.appcast.io (toll free) or send an email to View email address on click.appcast.io . Equal Opportunity Employer: CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights . #J-18808-Ljbffr CBIZ Employee Services Organization