High Net Worth Personal Lines Account Manager

Cross Agency

Westport, CT, US
Base: $85,000–$100,000 annually; bonus/equity: not...
Hybrid
5+ years personal lines experience
Active p&c insurance license
Carrier platform quoting experience
The role focuses on retaining, upselling, and cross-selling a book of High Net Worth Personal Lines clients across major carriers like Chubb and AIG

Job Summary

  • The role focuses on retaining, upselling, and cross-selling a book of High Net Worth Personal Lines clients across major carriers like Chubb and AIG.
  • Candidates must execute all aspects of account management including loss analysis, coverage review, and explaining market trends to clients.
  • The position offers a base salary range of $85,000–$100,000 annually with a comprehensive benefits package including medical, dental, vision, and 401(k) match.

Matching Summary

The role focuses on retaining, upselling, and cross-selling a book of High Net Worth Personal Lines clients across major carriers like Chubb and AIG.

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

  • 5+ years Personal Lines experience
  • Active P&C Insurance License
  • Carrier platform quoting experience
  • EPIC Renewals Manager knowledge preferred
  • Microsoft Office proficiency

Nice-to-have

  • Strong critical thinking skills
  • Ability to work independently
  • Excellent presentation skills
  • Fast-paced environment adaptability
  • Collaborative team mindset

Key Requirements

  • P&C License Required
  • 5+ years Personal Lines experience
  • Proficient in carrier platforms
  • Working knowledge of Microsoft Office

Work Rights

Not specified

Tailored Resume

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