High Net Worth Account Manager

Palm Beach Gardens, Florida
Jul 09, 2024
Sep 07, 2024
Job Type
Full Time

High Net Worth Personal Lines Account Executive

Location: Palm Beach Gardens, FL
Salary: $80,000 – $90,000

We are seeking a skilled and experienced High Net Worth Personal Lines Account Executive to join our client’s elite team. This role offers a competitive salary, excellent benefits, and a supportive work environment that values work-life balance and professional growth.

Key Responsibilities:

  • Manage and coordinate client marketing, servicing, risk management, and sales activities for high net worth individuals.
  • Handle a book of business, focusing on account retention and resolving complex customer service issues.
  • Facilitate significant account expansion and cross-selling opportunities.
  • Conduct one-on-one client meetings, prepare and present account summaries, and negotiate new business and renewals.
  • Serve as the communication link between producers and the account team.
  • Direct day-to-day activities of the account team, ensuring performance requirements and timelines are met.
  • Execute a variety of customer service and account management tasks, including policy administration, claims management, and contract review.
  • Proactively manage policy expirations and facilitate renewals.
  • Deliver excellent customer service, anticipating needs, and responding promptly to service requests.
  • Continuously seek to improve individual and team performance, adopting best practices.
  • Uphold company core values, demonstrating high levels of integrity and leadership.


  • 5+ years of experience in high net worth personal lines account management or executive roles.
  • Active required licensing.
  • Exceptional customer service skills.
  • Strong multi-tasking, organizational, delegation, and decision-making abilities.
  • Excellent verbal and written communication skills.
  • High accuracy in handling large volumes of work.
  • Proficiency in MS Office, Teams, Adobe platform, Applied EPIC.
  • Strong personal character, including a robust work ethic, positive attitude, and a willingness to assist others.

Why Join Us?

  • Competitive salaries and bonus potential.
  • Great benefits, including employer-paid health insurance.
  • Generous paid time off for holidays, vacations, and sick time.
  • Opportunities for professional growth and career progression.
  • Commitment to work/family life balance and community service.
  • A team that shares your drive for excellence.
  • The satisfaction of helping high net worth clients protect their families and assets.

If you are an experienced High Net Worth Personal Lines Account Executive looking to take the next step in your career, apply now!

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