Personal Lines Account Manager - High Net Worth

Job Description

Personal Lines Account Manager – High Net Worth

About the Role

We're hiring a Personal Lines Account Manager to manage and service an assigned High Net Worth book of business at our Hauppauge, Long Island office. You'll own the full account lifecycle — new business and renewal submissions through policy issuance — and work directly with leading HNW carriers and wholesale brokers.

What You'll Do

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• Manage and service an assigned High Net Worth (HNW) personal lines book of business
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• Prepare new business and renewal submissions, including marketing, rating, and proposal presentations
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• Handle applications, supplemental forms, binders, and the binder process through policy issuance
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• Produce coverage summaries, Broker of Record forms, and certificates
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• Prepare and conduct client renewal reviews
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• Provide back-up support to fellow Account Managers as a member of a collaborative team
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What You'll Bring

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• 3+ years of experience in High Net Worth personal lines
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• Property & Casualty Insurance License in good standing
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• Direct experience with leading HNW carriers: Chubb, AIG, PURE, Cincinnati, and Berkley One
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• Experience placing hard-to-place Excess & Surplus Lines business through wholesale brokers
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• Strong problem-solving skills and the judgment to make independent decisions
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• Excellent written and verbal communication skills
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• Proficiency with agency management systems, carrier portals, and MS Office (Word, Excel, Outlook)
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Nice to Have

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• Working knowledge of AMS360
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• Experience with Scribe
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What We Offer

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• Salary up to $120,000, depending on experience
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• Company-paid health, dental, vision, and life insurance
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• 401(k) with full company match
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• Quarterly and annual agency growth bonuses
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• Company-paid AAA membership
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• Optional in-house gym membership
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• Paid holidays and PTO
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• Hybrid schedule: 3 days in office, 2 days remote
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• A brand-new office and a great team
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Ref: DC13035