High Net Worth Personal Lines Account Manager

Cross Agency

Westport, CT, United States
Base: $85,000–$100,000 annually; bonus/equity: not...
Hybrid (with potential for fully remote)
Account management and servicing
Quoting on carrier platforms
Customer service excellence
Cross Agency is seeking a High Net Worth Personal Lines Account Manager to manage a book of clients, primarily focusing on high-value insurance accounts. The position entails proactive account management, client interaction, and coordination with insurance carriers, with the flexibility of a hybrid work environment or fully remote options for the right candidate

Job Summary

  • The Cross Family of Agencies seeks a proactive and independent High Net Worth Personal Lines Account Manager to handle retention, upselling, and cross-selling of a specialized book of business.
  • This role offers a hybrid work environment with potential for fully remote work depending on proximity to Westport, CT, and includes a comprehensive benefits package with medical, dental, vision, 401(k) with match, and paid time off.
  • The position requires managing all aspects of personal lines insurance accounts, including quoting, policy issuance, client communication, and renewal reviews while maintaining strong relationships with company partners.

Matching Summary

Match Score: 85

Cross Agency is seeking a High Net Worth Personal Lines Account Manager to manage a book of clients, primarily focusing on high-value insurance accounts. The position entails proactive account management, client interaction, and coordination with insurance carriers, with the flexibility of a hybrid work environment or fully remote options for the right candidate.

Salary

Base: $85,000–$100,000 annually; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, 401(k) with match, paid time off

Skills & Requirements

Must-have

  • Account management and servicing
  • Quoting on carrier platforms
  • Customer service excellence
  • Policy issuance and documentation
  • Use of agency management system
  • Personal Lines Property & Casualty insurance

Nice-to-have

  • Strong critical thinking skills
  • Ability to work independently
  • Proactive multitasking in fast-paced environment
  • Strong presentation and communication skills
  • EPIC system knowledge
  • Microsoft Office proficiency

Key Requirements

  • P&C License required
  • 5+ years Personal Lines experience
  • Ability to analyze insurance coverage
  • Experience with carrier quoting platforms
  • Strong written and oral communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter