HNW Personal Lines Account Manager

The Jonus Group•Plano, TX

2d•Hybrid

About The Position

Seeking a highly skilled and experienced High-Net-Worth Personal Lines Account Manager to join a dynamic and growing team. This role involves managing a sophisticated book of business, focusing on High-Net-Worth (HNW) and private-client accounts. The ideal candidate will possess strong HNW carrier knowledge, full-cycle account management expertise, and the ability to deliver exceptional client service in a fast-paced, collaborative environment. This is a hybrid position based in Plano, Texas, with opportunities for professional growth and development.

Requirements

Minimum of 5+ years in Personal Lines account management.
Strong High-Net-Worth/Private Client Personal Lines experience.
Comprehensive knowledge of HNW carriers.
Proven ability to manage a demanding book of business independently.
Experience with new and renewal marketing/quoting, coverage reviews, and exposure analysis.
Active Texas Property & Casualty (P&C) license.
Proficiency in Nexsure and EZLynx software.

Responsibilities

Manage new and renewal business for standard and HNW Personal Lines accounts.
Initiate renewal action plans and obtain client updates.
Market accounts to carriers and prepare submissions, proposals, quote comparisons, and coverage analyses.
Communicate effectively with Producers, clients, underwriters, and carriers.
Negotiate premiums and coverage terms.
Handle policy changes, endorsements, billing inquiries, cancellations, and nonrenewals.
Issue Auto ID cards and other policy documentation.
Assist with basic claims processing and advocacy.
Check policies and order loss runs.
Identify account-rounding opportunities.
Maintain accurate account documentation and independently manage deadlines.
Support multiple Producers with varying working styles.