Personal Lines Account Manager - HNW

The Jonus Group•Westlake, OH

5d•$70,000 - $85,000

About The Position

Personal Lines Account Manager – High Net Worth Job Summary Seeking a highly skilled and professional Personal Lines Account Manager to join a team. This role focuses on managing and servicing a portfolio of high-net-worth and upper-middle-class personal lines accounts. The ideal candidate will possess strong interpersonal skills, a client-focused mindset, and the ability to navigate complex client needs. This is an excellent opportunity to join a well-established organization with a reputation for delivering exceptional service. Compensation Package Base Salary: $70,000 – $85,000 (commensurate with experience and qualifications). Incentives: Year-end bonus (typically several thousand dollars). Tenure bonus after 10 years of service. Benefits: Comprehensive health insurance through Medical Mutual. Vision and dental coverage. Voluntary life insurance. Potential salary adjustment if benefits are not required. 401(k): 50% match up to 8% (equivalent to 4% employer contribution on 8% employee deferral). Paid Time Off (PTO): 2 weeks PTO to start. 5 personal days. Willing to match prior PTO balances when possible.

Requirements

Proven experience in Personal Lines Account Management.
Ability to work effectively with high-net-worth clientele.
Active Property & Casualty license.

Responsibilities

Manage and service personal lines accounts, with a focus on high-net-worth clients.
Handle change orders, endorsements, renewals, and client communications.
Support client introductions as needed.
Collaborate with senior team members to ensure consistent and high-quality service.
Occasionally travel to client sites for introductions when appropriate.

Benefits

Comprehensive health insurance through Medical Mutual.
Vision and dental coverage.
Voluntary life insurance.
Potential salary adjustment if benefits are not required.
401(k): 50% match up to 8% (equivalent to 4% employer contribution on 8% employee deferral).
2 weeks PTO to start.
5 personal days.
Willing to match prior PTO balances when possible.
Year-end bonus (typically several thousand dollars).
Tenure bonus after 10 years of service.