Personal Lines Account Manager -High Net Worth
Summit Bridge Partners, Lutherville Timonium, Maryland, us, 21094
We're looking for an experienced
Personal Lines Account Manager
to take ownership of a portfolio that includes high-value and middle-market clients. This role is all about strong client relationships, deep personal lines knowledge, and delivering thoughtful, compliant insurance solutions.
You'll work closely with leadership, carriers, and internal teams to ensure clients are well protected, well advised, and well supported.
What you'll be responsible for
Overseeing a personal lines book with complex and high-net-worth accounts Reviewing policies regularly to confirm coverage is appropriate and complete Acting as the main contact for clients and handling service needs with urgency and accuracy Managing renewals, endorsements, policy updates, and claims support Evaluating exposures and offering informed coverage recommendations Staying ahead of market changes and emerging risks Working directly with underwriters to secure competitive terms Keeping detailed, compliant records in the agency management system Partnering with producers and supporting junior team members through collaboration and guidance What we're looking for
5+ years of experience in personal lines account management Active Property & Casualty license Strong working knowledge of homeowners, auto, umbrella, and specialty personal lines coverage Clear communicator with solid negotiation and problem-solving skills Nice to have
Experience working with affluent or VIP clients Industry designations such as CISR, CIC, or CPRM are a plus Ability to manage multiple priorities independently Familiarity with agency management systems
This is a great opportunity for someone who enjoys being a trusted resource for clients while working closely with a collaborative personal lines team.
Onsite role but will do hybrid for the right candidate.
Personal Lines Account Manager
to take ownership of a portfolio that includes high-value and middle-market clients. This role is all about strong client relationships, deep personal lines knowledge, and delivering thoughtful, compliant insurance solutions.
You'll work closely with leadership, carriers, and internal teams to ensure clients are well protected, well advised, and well supported.
What you'll be responsible for
Overseeing a personal lines book with complex and high-net-worth accounts Reviewing policies regularly to confirm coverage is appropriate and complete Acting as the main contact for clients and handling service needs with urgency and accuracy Managing renewals, endorsements, policy updates, and claims support Evaluating exposures and offering informed coverage recommendations Staying ahead of market changes and emerging risks Working directly with underwriters to secure competitive terms Keeping detailed, compliant records in the agency management system Partnering with producers and supporting junior team members through collaboration and guidance What we're looking for
5+ years of experience in personal lines account management Active Property & Casualty license Strong working knowledge of homeowners, auto, umbrella, and specialty personal lines coverage Clear communicator with solid negotiation and problem-solving skills Nice to have
Experience working with affluent or VIP clients Industry designations such as CISR, CIC, or CPRM are a plus Ability to manage multiple priorities independently Familiarity with agency management systems
This is a great opportunity for someone who enjoys being a trusted resource for clients while working closely with a collaborative personal lines team.
Onsite role but will do hybrid for the right candidate.