Personal Line Account Manager (HNW)

We are seeking an experienced and service-driven Personal Lines Account Manager with expertise in High-Net-Worth insurance programs and carriers (e.g., PURE, Chubb, Cincinnati, AIG Private Client, Berkley One) to join our growing insurance agency. This role is ideal for someone who is highly organized, detail-oriented, and enjoys building strong, long-term relationships with clients. We offer a competitive compensation and benefits package along with opportunities for professional growth.

Key Responsibilities

• Provide exceptional, high-touch, concierge-level customer service by assisting clients with policy questions, coverage explanations, and service requests

• Review and process daily account activity, including policy changes, claims notices, auto ID cards, MVR orders, and certificates

• Handle endorsements, renewals, remarketing opportunities, and comprehensive coverage reviews

• Review policies for accuracy and prepare them for producer delivery or direct distribution to clients

• Prepare renewal summaries, mail renewal letters, and update renewal data in the agency management system

• Quote personal lines coverage with multiple insurance carriers, leveraging expertise in personal property & casualty coverages and underwriting guidelines

• Process evidence of insurance (EOIs) and related policy documentation

• Maintain accurate and up-to-date client records in the agency management system while managing a high-volume book of business

• Collaborate effectively with carriers, producers, and internal team members to ensure total client satisfaction

• Complete additional assigned duties in a timely and efficient manner

Performance Expectations

• Complete all assigned tasks accurately and on schedule, maintaining precision while managing high volume

• Communicate clearly, professionally, and persuasively with clients, carriers, and internal team members to build trust

• Provide timely and accurate information to support producers and clients

• Process policy changes promptly and document all activity

• Ensure consistency and accuracy of client data within the agency management system

Qualifications & Experience

• Minimum of 5 years of experience in a personal lines insurance agency role, with specialized expertise in High-Net-Worth clients and carriers

• Active Property & Casualty insurance license required

• Prior experience with an independent insurance agency

• Proficiency with insurance carrier platforms and AMS360 agency management software preferred

• Strong organizational and administrative skills with exceptional attention to detail, problem-solving, and critical-thinking abilities

• Self-motivated, adaptable, and committed to continuous learning

Knowledge, Skills & Abilities

• High school diploma required; some college coursework or insurance designations (CIC, CPCU, ARM, CISR) a plus

• Excellent verbal and written communication skills

• Deep understanding of personal property & casualty coverages, underwriting guidelines, policy servicing, and renewal management

• Ability to manage multiple priorities, handle a high-volume workload, and consistently meet deadlines

• Proficient in Microsoft Office Suite, insurance carrier portals, and agency management systems (AMS360)

If interested in a confidential conversation, please reach out to me via email, text or call at Danielle.lesefske@gogpac.com, or 716-426-1443.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.