Personal Lines Account Executive - HNW

The Jonus GroupChicago, IL
Hybrid

About The Position

A growing, service-focused team is seeking a highly motivated and detail-oriented Personal Lines Account Executive specializing in High Net Worth accounts. This role involves managing complex personal insurance programs for clients across all 50 states. Ideal candidates are client-focused, collaborative, and experienced in delivering white-glove service to affluent clientele.

Requirements

  • 3–5+ years of experience servicing High Net Worth personal insurance accounts.
  • Holds an active P&C (Property and Casualty) insurance license.
  • Proficiency in agency management systems (experience with Epic is a plus).
  • Client-focused and service-driven
  • Highly organized and detail-oriented
  • Strong communication and interpersonal skills
  • Committed to team collaboration and high client retention

Nice To Haves

  • Experience with Epic agency management system

Responsibilities

  • Manage day-to-day service for High Net Worth personal lines clients, including coverage reviews, renewals, endorsements, and claims support.
  • Partner with producers to assist with new business opportunities and retention initiatives.
  • Handle complex accounts with personal lines premiums typically ranging from $10,000 to $35,000+.
  • Conduct in-depth coverage analysis to ensure client risk is appropriately addressed.
  • Maintain high client satisfaction through proactive communication and responsive service.

Benefits

  • 401(k) retirement plan
  • Comprehensive benefits package
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