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High Net Worth Personal Lines Account Manager Hybrid - US

High Net Worth Personal Lines Account Manager

Full Time • Hybrid - US
Responsive recruiter
Benefits:
  • HSA and FSA
  • 401(k)
  • 401(k) matching
  • Competitive salary
  • Dental insurance
  • Donation matching
  • Employee discounts
  • Health insurance
  • Paid time off
  • Parental leave
  • Training & development
  • Vision insurance
  • Wellness resources
Correll Insurance Group of Hilton Head, SC has an immediate need for a High-Net-Worth Personal Lines Account Manager. The High-Net-Worth Personal Lines Account Manager is responsible for managing and servicing a portfolio of high-value personal insurance accounts, focusing on specialized needs and complex risks associated with affluent clients. 

Responsibilities include but are not limited to:
  • Client Relationship Management:
Building and maintaining strong relationships with high-net-worth individuals and families, acting as the primary point of contact for all insurance-related needs. 

  • Risk Assessment & Coverage Analysis:
Evaluating clients' assets, exposures, and lifestyle to identify potential risks and recommend appropriate insurance coverage, including homeowners, auto, umbrella, and specialty policies for valuable assets like jewelry, art, and yachts. 

  • Policy Management:
Managing the entire policy lifecycle, including new business placement, policy changes, renewals, and claims, ensuring accuracy and efficiency. 

  • Market Expertise:
Staying current on industry trends, market conditions, and insurance company underwriting guidelines, particularly for high-value and specialty insurance products. 

  • Sales & Growth:
Identifying opportunities to expand coverage with existing clients and acquire new high-net-worth individuals, potentially through cross-selling and upselling. 

  • Claims Support:
Providing guidance and support to clients during the claims process, working with claims adjusters to ensure a smooth resolution. 

  • Documentation & Compliance:
Maintaining accurate client records, managing documentation, and ensuring compliance with all relevant regulations and guidelines. 

  • Communication & Collaboration:
Effectively communicating with clients, insurance carriers, and internal teams (underwriting, claims, etc.) to deliver exceptional service and seamless experiences. 

Required Skills/Abilities: 

  • Deep understanding of personal lines insurance products, including those designed for high-value assets and complex risks. 
  • Strong communication, negotiation, and interpersonal skills: to build rapport with clients and effectively manage relationships. 
  • Excellent customer service skills: with a commitment to providing a high level of service and attention to detail. 
  • Organizational and time management skills: to manage multiple accounts and deadlines effectively. 
  • Proficiency in insurance management software and systems. 
  • Property & Casualty insurance license. 

Education and Experience:
High school diploma or equivalent.
At least two years' related experience required. 


Working Conditions: 
·         Day shift with standard working hours - Hybrid Role

Work Location:
Correll Insurance Group of Hilton Head, South Carolina

Work Type:
Full-Time

Summary: 
If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Flexible work from home options available.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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Correll Insurance Group is more than just a workplace; it fosters continuous growth and professional development, understanding that well-rounded and engaged employees are crucial to success.

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