Career Search

Personal Lines High-Net-Worth Account Managers

System Search has an immediate opening for a Personal Lines Account Manager for High-Net-Worth Clientele in locations including:


  • Charleston, SC

Personal Lines Account Manager responsibilities include: 


    • Makes decisions on books of insurance business.
    • Works closely with producers, brokers, and other Company personnel on all aspects of client service, marketing, and renewals while adhering to Company best practices and standard procedures.
    • Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
    • Acquires understanding of clients’ insurance objectives, critically analyzes and compares insurance plans to determine suitability.
    • Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
    • Makes appropriate recommendations to clients in response to those changes independent of manager approval.
    • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
    • May also negotiate with underwriters and carriers.
    • Responsible for overall retention of accounts in assigned book of business.
    • Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
    • Identifies and follows-up on cross-selling opportunities when appropriate.
    • Manages, organizes, and conducts client meetings, virtually or in-person, when necessary.
    • Appropriately documents conversations with clients and carrier representatives and updates all Company computer systems and automated agency management systems when necessary.
    • Performs other duties and projects as assigned
    • Attends industry related continuing education training and courses.

    Ideal Qualifications & Experience of Personal Lines Account Manager:


      • Heavy High-Net-Worth Account Management experience in Personal Lines Insurance
      • Brokerage experience preferred
      • Current Property & Casualty Insurance License
      • Knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
      • Strong written and verbal communication skills with exceptional organization skills
      • Proficient computer skills – Excel, PowerPoint, Word

      Other Job Titles considered include Account Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist