Account Manager - High Net Worth Personal Lines Job at Genesis Resources, Miami, FL

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  • Genesis Resources
  • Miami, FL

Job Description

Genesis Resources is recruiting for a Senior level HNW Personal Lines Account Manager to manage and grow a portfolio of complex high net worth accounts. This role is hybrid with the potential to be remote and should be based in Florida. This position with a Nationally recognized retail insurance agency who offers a competitive compensation package and room for growth! The ideal candidate will be well-versed in personal lines coverages, service-oriented, and comfortable working directly with clients, underwriters, and internal teams.Key Responsibilities:Manage HNW personal lines accounts, advise clients on coverage, and handle policy changes and renewalsProvide responsive, high-touch service while identifying cross-sell and account rounding opportunitiesPre-qualify risks, prepare quotes and applications, and remarket accounts as neededMaintain documentation in EPIC and ensure compliance with automation standards and E&O practicesReview and transition surplus lines accounts where applicableRequirements:2-20 License requiredHigh School Diploma or equivalentMinimum 10 years of personal lines account management or CSR experienceProficient in EPIC (required) and other agency management systemsStrong communication, organizational, and multitasking skillsPerks & Benefits:Competitive compensationIndustry-leading healthcare and savings optionsHybrid work environmentParental leave and generous PTO

Job Tags

Remote work,

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