High Net Worth Personal Lines Account Manager
- Employer
- Capstone Search Group
- Location
- Houston, Texas
- Salary
- $60k to $80k
- Posted
- May 07, 2021
- Closes
- May 26, 2021
- Ref
- MNN8452
- Category
- Administration / Clerical, Customer Service
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
As a High Net Worth Personal Lines Account Manager, you’ll join an established service team that is growing and at capacity with current accounts. This position offers a challenging step forward if you want to work on more affluent, high net worth accounts. Here are some additional job specs:
- Agency: The company also offers a great private company culture; you’ll work in a 16-person team of sales and service professionals.
- System: Sagitta or similar agency management system.
- Responsibilities: Service existing personal lines accounts (home, auto, etc.). Prepare renewals and remarket quotes as needed with standard and private client group personal lines markets.
- Compensation: Target $60k-$80k depending on experience
- Schedule: Currently this position is 100% work-from-home however they have a return to work plan in place to come back into the office sometime this year, so applicants need to be able to live and work in Houston.
Skills & Experience
To be considered for this role you must offer:
- Service exposure with private client group homeowners, auto and umbrella as a CSR or Account Manager
- Preference given to candidates with familiarity placing business with Chubb, AIG and PURE
- State insurance license
Compensation, Benefits, & Perks
$60k-$80k salary range depending on experience.
Employee Perks Include annual bonus opportunities, Monday or Friday flex hours, paid time off (PTO), team volunteer outings, education reimbursement, enrollment in insurance schooling/continuing education programs and committee involvements based on your passions (social, charities/non-profits, etc.).
Job Specs
About the Organization– A Top 100 Independent Insurance Agency, this firm has built a platform around comprehensive product offerings and white glove service which is perfectly suited to an affluent client. The firm takes advantage of its connectivity in property and casualty, corporate benefits and financial services to identify clients with complex personal risk needs.