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Join a top-tier insurance team dedicated to delivering exceptional service to high net worth and VIP clients. Our client, a respected and rapidly expanding brokerage, is looking for a motivated and detail-oriented Personal Lines Assistant Account Manager to support their VIP and high-net-worth clientele. This role offers a unique opportunity to grow your career within a collaborative environment committed to excellence and personal development. If you thrive in fast-paced settings and care about making a difference for clients who value professionalism and attention to detail, this could be your next great move.
Job Responsibility:
Support the Personal Lines team with preparation of client documents such as renewal summaries, proposals, and underwriting submissions
Assist in pre-renewal data collection and analysis
Prepare and distribute pink cards, insurance schedules, and coverage review reports
Review policies year over year to ensure accuracy and consistency
Prepare and process policy issuance, endorsements, and invoicing
Support in handling accounting queries and maintaining client records
Assist with administrative functions like mail handling, scanning, and file management
Requirements:
Level I Insurance License required
Level II preferred
Experience working with high-net-worth or VIP personal lines insurance policies
Highly organized with excellent attention to detail
Strong verbal and written communication skills
Proficiency with Microsoft Office Suite and insurance management systems such as Applied Epic
Self-motivated team player with a professional demeanor and strong business acumen
Ability to multitask, prioritize, and work efficiently without guidance
What we offer:
Comprehensive health and dental coverage
Paid time off plus 6 flex days
Professional development and ongoing training opportunities