Account Manager - High Net Worth

Boston, Massachusetts
$75k to $90k
Feb 10, 2023
Apr 06, 2023
Job Type
Full Time

About the Role

As a Personal Lines Account Manager, you’ll join an independent agency’s personal lines division. Growing, and at capacity with current accounts, they need your help with day-to-day administration of accounts. You’ll support producers and a senior client manager. The company also offers a great private company culture if you want to leave behind the national broker politics without sacrificing account complexity.

Duties & Responsibilities

  • Gather information from clients to help with renewal preparation and remarketing/placement
  • Rate and quote through online carrier platforms
  • Deliver quotes to clients; compile information, paperwork, and small presentation materials
  • Handle daily service requests (ID cards, COI, and endorsements)

Skills & Experience

To be considered for this role you must offer:

  • Strong personal lines experience, working with high net worth or affluent clients strongly preferred
  • Be familiar with policies, underwriting review, and quoting business with multiple carriers
  • Comfortable with data entry in an agency management system, preferably Applied/EPIC
  • Can work in Excel to prepare premium/loss summaries
  • Must possess MA State Property and Casualty license

Compensation, Benefits, & Perks

$75-90,000 + comprehensive benefits package + flexible hybrid WFH schedule