Personal Lines Account Manager (High Net Worth)

ACG Resources

Job Ref: 13601

Personal Lines Account Manager- High Net Worth/Private client

Primary Role and Responsibilities

  1. Client Advocacy
  2. Professionalism
  3. Ambition
  4. Caring
  5. Independence


  • Develop a trusted advisor role with your client to determine carrier fit and cover analysis.   
  • Update Agency Management System Image Right
  • Inform and educate clients about coverage, exclusions and exposures.
  • Documents processed in Image right and AMS accordingly
  • Prepare proposals and applications; submit them to insureds and carriers.
  • Obtain client signatures on all applications; follow up to ensure timely responses.
  • Produce binders, certificates, policies, ID Cards and other related policy related and coverage documents accurately and on time.
  • Seek referrals from client base and follows through to develop new accounts and forward to marketing executive and or producer.
  • Follows up on all open items.
  • Prepare summaries of insurance, schedules, and proposals for account reviews every other year with annual phone check in to discuss any changes to the exposures.
  • Remarket, contact clients, and renew policies by agency standards along with the remarketing executive.
  • Maintain electronic files accurately and consistently; Process incoming requests accurately and swiftly.
  • Monitor cancellation activity with the quality manager to maintain proper coverage for the insureds.
  • Handle invoicing for agency billed accounts.
  • Respond to client’s day-to-day service requests accurately and on time including monitoring items delegated to the Quality Manager
  • Manage and develop carrier/underwriter relationships with major carriers.  Chubb, Pure, Selective, Travelers, AIG, Pure, Hanover, Berkley One and others.
  • Act as agency Liaison with Carrier/MGA marketing branch and home office staff and be a specialist for assigned carrier for agency resource.
  • Refer current and prospective clients to Commercial Lines and Life/Benefits Departments via written correspondence for solicitation.
  • Assist in design of or independently design insurance plans for clients.
  • Visit appropriate clients in person.
  • Build and maintain carrier relationships.
  • Support with the monitoring and handling of any claim when necessary and in tandem with the Claims Manager
  • Assist or complete other tasks as directed by agency management.
  • Account Round for non-existing lines of business
  • Retain accounts minimizing lost business


Qualifications and Education Requirements

High School Diploma

New Jersey Property & Casualty Insurance License

Proficient in Agency Management System AMS360 and Image Right, Pl Rater

Intermediate skills in Microsoft Word, Excel, Office 365, Indio, Outlook

Proficient in carrier on-line rating systems Chubb, Hanover, Travelers, Pure, AIG, etc.

Additional Preferred Education

Professional Insurance Designations, such as ACSR and AAI


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