Private Client Personal Lines Account Manager – Miami, FL (Hybrid)

Our client is a growing retail broker looking to add a Private Client Personal Lines Account Manager to their team due to the growth in the Southeast Market.

Role Overview:

Manage high-net-worth personal lines accounts, including educating clients, marketing coverage options, and assisting with policy changes. Collaborate with producers to secure new business, round out accounts, and identify cross-sell opportunities.

Key Responsibilities:

• Handle end-to-end client servicing, including consulting, quoting, binding, and ongoing support.
• Educate clients on coverage needs and policy options.
• Cross-sell additional services and develop client service plans.
• Document claims and communication changes with carriers.

Qualifications:

• License : 2-20 required.
• Experience : 5+ years in personal lines account management, with knowledge of high-net-worth underwriting.
• Familiarity with Florida clientele preferred.