Personal Line Account Manager Job at Criterion Executive Search, Inc., Boca Raton, FL

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  • Criterion Executive Search, Inc.
  • Boca Raton, FL

Job Description

Personal Lines Account Manager - High Net Worth Specialist

Boutique Retail Insurance Agency | Boca Raton, FL

Retail insurance agency focusing on High Net Worth (HNW) Personal Lines Accounts is seeking a Personal Lines Account Manager. This role is responsible for the service and account management of renewal business with premium carriers like Chubb, AIG, PURE, and others.

What You'll Do:

  • Service an established book of business of HNW accounts
  • Prepare submissions, proposals, binders, invoicing, and other related documents
  • Review policies for accuracy, process certificates, and endorsements

What You'll Need:

  • 2-4+ years of insurance experience
  • Active 440 or 220 insurance license
  • Strong understanding of Personal Lines insurance coverage in the HNW space
  • Excellent computer skills with the ability to multi-task
  • Detail-oriented approach to work

What We Offer:

  • Excellent reputation in the industry
  • Strong team culture that values employees
  • Generous health benefits
  • Paid Time Off (PTO)
  • Hybrid work arrangement

Qualified candidates are invited to apply. Join a respected team serving the specialized insurance needs of high-net-worth clients!

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