Personal Line Account Manager Job at Criterion Executive Search, Inc., Columbus, OH

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  • Criterion Executive Search, Inc.
  • Columbus, OH

Job Description

Personal Lines Account Manager - HNW

Location: Columbus, Ohio

Regional agency with a great culture is seeking an experienced Personal Lines Account Manager with High Net Worth (HNW) experience to deliver exceptional service and manage both the new and renewal process.

Key Responsibilities:

  • Manage HNW Personal Lines accounts, ensuring customer satisfaction and retention.
  • Handle new business and renewals, including policy change requests, binders, certs, and quoting.
  • Handle the day-to-day workflow of insurance processing while supporting the client's needs.
  • Use EPIC agency management system to keep accurate records.

Qualifications:

  • 2-3+ years in personal lines insurance account management, ideally in an independent agency and HNW experience.
  • Active P&C license .
  • Expertise in personal insurance products, including Chubb, AIG, Cincinnati & PURE.
  • Strong customer service, communication, and organizational skills.

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