Personal Lines Account Manager – High-Net-Worth (HNW)
Location: Onsite | Monday–Friday, 8:30 AM–5:00 PM (Hybrid flexibility available after training period – 1 day/week remote)
Compensation: $60,000–$75,000/year, DOE, plus potential bonus
Job Type: Full-Time
About the Opportunity
A stable and growing Property & Casualty insurance agency is seeking an experienced Personal Lines Account Manager to service an affluent and high-net-worth personal lines book of business. This is an excellent opportunity for a detail-oriented insurance professional who thrives on delivering concierge-level service to a sophisticated client base.
You'll manage a multi-state book (Virginia, Tennessee, Kentucky, New Jersey, Maryland, Delaware, and Pennsylvania) of approximately 500–600 personal lines households, many with multiple policies, working closely with top-tier HNW carriers and a collaborative internal team.
What You'll Do
- Manage a personal lines book of affluent/HNW clients across multiple states, handling multi-policy households with a high level of care and attention to detail
- Provide concierge-level client service, including endorsements, renewals, coverage reviews, policy servicing, billing questions, and carrier follow-up
- Identify and act on remarketing opportunities to ensure clients have optimal coverage and pricing
- Coordinate closely with producers, underwriters, carriers, and internal team members to deliver seamless service
- Accurately document all client activity and communications in AMS360
- Build strong client relationships that drive satisfaction and long-term retention
- Work within a mix of direct business and referral-based accounts as you grow into the role
Tools & Carriers You'll Work With
- Agency Management System: AMS360 (preferred)
- HNW Carrier Portals/Platforms: PURE, Chubb, Cincinnati, AIG Private Client, Berkley One, and other applicable high-net-worth markets
What You'll Need
- Active Property & Casualty license (New Jersey); out-of-state candidates can obtain licensure after starting, and existing licenses can be transferred
- 3+ years of substantial, hands-on High-Net-Worth Personal Lines account management experience
- Strong personal lines P&C coverage and underwriting knowledge
- Proven experience with endorsements, renewals, remarketing, and coverage reviews
- A genuine commitment to high-touch, white-glove client service
- Ability to confidently manage a high-volume, detail-intensive book of business
- Experience with PURE, Chubb, Cincinnati, AIG Private Client, or Berkley is a strong plus (not required, but highly valued given the client base)
Why Join Us
- Competitive salary: $60,000–$75,000/year, based on experience, plus potential bonus
- Generous benefits package
- Paid time off and paid holidays
- 401(k) with 3% company match
- Hybrid flexibility — one remote day per week once established in the role
- Stable, growing agency with a supportive team environment and long-term career potential
*************LOCAL CANDIDATES ONLY **********
Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.
Skills Required
- Active Property and Casualty license in New Jersey, or ability to obtain or transfer licensure after starting
- At least 3 years of substantial, hands-on high-net-worth personal lines account management experience
- Strong personal lines Property and Casualty coverage and underwriting knowledge
- Experience with endorsements, renewals, remarketing, and coverage reviews
- Commitment to high-touch, white-glove client service
- Ability to manage a high-volume, detail-intensive book of business
- Experience with PURE, Chubb, Cincinnati, AIG Private Client, or Berkley One
- Authorization to work in the United States without current or future visa sponsorship
What We Do
The true performance of your business shouldn’t be a mystery. TGG is a leading provider of outsourced accounting and business advisory services for small to mid-size businesses across industries. Our mission is to improve business owners’ lives through excellent financial management. As a fully scalable accounting and finance team, we work as a natural extension our client’s business, tailoring our services to fit their specific needs. We provide timely, actionable information to management teams through detailed measurement, reporting and analysis of financial metrics and results. By managing through numbers and metrics, companies are able to maximize income, understand their cash position, and improve visibility into the future performance of their business. Disclaimer: Services being offered do not require a state license.
