High-Net Worth Personal Lines Account Manager

4 weeks ago


Deerfield Beach, Florida, United States Criterion Executive Search Full time
Job OverviewCriterion Executive Search is seeking a seasoned Personal Lines Account Manager to manage a high-net worth client book of business. The ideal candidate will have 3+ years of experience in handling complex client relationships and cross-selling relevant coverage. Key responsibilities include quoting and binding accounts, maintaining carrier underwriting guidelines, and providing exceptional client service. This is an exciting opportunity for a self-driven professional with a strong track record of job longevity and a 220 license. Key Responsibilities
  • Manage a high-net worth client book of business with a focus on cross-selling and recommending necessary coverage.
  • Quote and bind accounts while maintaining up-to-date knowledge of carrier underwriting guidelines and products.
  • Provide exceptional client service and build strong relationships with clients.
Requirements
  • 3+ years of experience in Personal Lines Account Management with a focus on high-net worth clients.
  • Strong knowledge of carrier underwriting guidelines and products.
  • 220 license and a proven track record of job longevity.

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