Personal Lines Account Manager - High Net Worth - Irvine, CA
Personal Lines Account Manager - High Net Worth - Irvine, CA
2 weeks ago Be among the first 25 applicants
This range is provided by Insurance Relief. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.
Base pay range
$70,000.00/yr - $75,000.00/yr
Personal Lines Account Manager - High Net Worth - Irvine, CA
The Company:
A prominent insurance brokerage in Orange County is seeking a highly motivated Personal Lines Account Manager with extensive experience in managing high-net-worth accounts. This agency has been in business for 80-plus years and employs an innovative approach within the insurance industry, and is recognized for its commitment to rewarding dedicated employees.
The Position:
- Manage policies for High Net Worth individuals, families, and traditional personal lines clients
- Conduct comprehensive reviews of insurance applications
- Service a high volume of client accounts, ensuring accuracy in all policy processing and documentation
- Coordinate and oversee services, coverages, pricing, and proposals
- Cultivate strong relationships with existing clients to foster retention and identify opportunities for new business development
Qualifications Needed to Thrive:
- Active P&C license
- 5+ years of experience as a Personal Lines Account Manager at a retail brokerage
- Proficient with MS Office, Microsoft Teams, Zoom, etc.
- AMS 360 and ImageRight preferred
- Proven track record of maintaining a book of business
- In-depth knowledge of various insurance coverages, products, and agency procedures
The Benefits:
- Salary ranges from $70k-$75k+, depending on experience
- A full suite of benefits including medical, dental, vision, & life insurance, 401(k), and more
- Paid time off and paid company holidays
- Health and Wellness programs
- Continued education offered
Why Work with Insurance Relief?
We invest the time to truly understand what you want to accomplish and then do our best to find meaningful opportunities. Give us a call to hear about all of the other opportunities we have available.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Customer Service, Administrative, and Management-
Industries
Insurance and Insurance Agencies and Brokerages
Referrals increase your chances of interviewing at Insurance Relief by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
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