Personal Lines Account Manager

4 days ago


Miami, United States Genesis Resources Full time

Private Client Personal Lines Account Manager – Miami, FL (Hybrid)


Our client is a growing retail broker looking to add a Private Client Personal Lines Account Manager to their team due to the growth in the Southeast Market.


Role Overview:

Manage high-net-worth personal lines accounts, including educating clients, marketing coverage options, and assisting with policy changes. Collaborate with producers to secure new business, round out accounts, and identify cross-sell opportunities.


Key Responsibilities:

  • Handle end-to-end client servicing, including consulting, quoting, binding, and ongoing support.
  • Educate clients on coverage needs and policy options.
  • Cross-sell additional services and develop client service plans.
  • Document claims and communication changes with carriers.


Qualifications:

  • License: 2-20 required.
  • Experience: 5+ years in personal lines account management, with knowledge of high-net-worth underwriting.
  • Familiarity with Florida clientele preferred.



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