Personal Lines Account Manager

5 days ago


San Francisco, California, United States Insurance Search Specialists Full time
Job Overview

We are seeking a highly skilled Personal Lines Account Manager to join our team at Insurance Search Specialists. In this remote role, you will manage a select portfolio of approximately 25 family office accounts, each with premiums ranging from $250,000 to $1 million.

Key Responsibilities:

  • Account Management: Serve as the primary point of contact for ultra-high-net-worth clients.
  • Risk Advisory: Provide expert advice on risk management and insurance solutions tailored to individual needs.
  • Client Interaction: Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and discretion.
  • Policy Management: Oversee policy renewals, endorsements, and claims management to ensure client satisfaction.

Requirements:

  • Experience: Minimum of 5 years in personal lines account management, specifically with high-net-worth clients.
  • Licensing: Must possess a current Property & Casualty license.
  • Skills: Proficiency in Applied Epic and Microsoft Office; deep understanding of personal insurance products and market trends.

Estimated Salary: $140,000 - $160,000 plus bonus. Excellent benefits package including medical, dental, vision, wellness programs, FSA, and 401(k). Generous paid time off.

Contact us today to learn more about this opportunity.



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