Personal Lines High Net Worth - Private Client Account Manager

Description

Are you passionate about providing white-glove service to discerning clients? Join the Varney Agency team as a Personal Lines Insurance Agent specializing in High Net Worth/ Private Client accounts and become a trusted advisor to individuals and families with complex insurance needs.

About the Role:

As a Private Client Insurance Agent, you’ll play a critical role in delivering insurance solutions and concierge-level service to clients with substantial assets and unique risk exposures. You’ll work closely with top-tier carriers and professional advisors to ensure seamless protection and peace of mind for our clients.

Required Skills for Success:

*Ability to communicate clearly, confidently, and respectfully with affluent clients and their advisors.

*Precision in documentation, policy structuring, and coverage analysis is critical.

*A genuine commitment to service excellence and proactive problem-solving.

*Deep knowledge of personal lines coverage forms, risk management concepts, and high-net-worth carrier products.

*Strong organizational skills to balance complex accounts and competing priorities while maintaining responsiveness.

Benefits:

We offer a competitive compensation and benefit package, along with opportunity to advance.

Requirements

•  5+ years of experience in personal lines insurance, with emphasis on High Net Worth or Private Client accounts.
• Active Property & Casualty insurance license.
• Experience working with private client carriers and concierge-level service expectations.
• Familiarity with Applied EPIC.