Job Description

High-Net-Worth Personal Lines Account Manager

Correll Insurance Group of Hilton Head, SC has an immediate need for a High-Net-Worth Personal Lines Account Manager. The High-Net-Worth Personal Lines Account Manager is responsible for managing and servicing a portfolio of high-value personal insurance accounts, focusing on specialized needs and complex risks associated with affluent clients. Responsibilities include but are not limited to:

• Client Relationship Management: Building and maintaining strong relationships with high-net-worth individuals and families, acting as the primary point of contact for all insurance-related needs.
• Risk Assessment & Coverage Analysis: Evaluating clients' assets, exposures, and lifestyle to identify potential risks and recommend appropriate insurance coverage, including homeowners, auto, umbrella, and specialty policies for valuable assets like jewelry, art, and yachts.
• Policy Management: Managing the entire policy lifecycle, including new business placement, policy changes, renewals, and claims, ensuring accuracy and efficiency.
• Market Expertise: Staying current on industry trends, market conditions, and insurance company underwriting guidelines, particularly for high-value and specialty insurance products.
• Sales & Growth: Identifying opportunities to expand coverage with existing clients and acquire new high-net-worth individuals, potentially through cross-selling and upselling.
• Claims Support: Providing guidance and support to clients during the claims process, working with claims adjusters to ensure a smooth resolution.
• Documentation & Compliance: Maintaining accurate client records, managing documentation, and ensuring compliance with all relevant regulations and guidelines.
• Communication & Collaboration: Effectively communicating with clients, insurance carriers, and internal teams (underwriting, claims, etc.) to deliver exceptional service and seamless experiences.

Required Skills/Abilities:

• Deep understanding of personal lines insurance products , including those designed for high-value assets and complex risks.
• Strong communication, negotiation, and interpersonal skills : to build rapport with clients and effectively manage relationships.
• Excellent customer service skills : with a commitment to providing a high level of service and attention to detail.
• Organizational and time management skills : to manage multiple accounts and deadlines effectively.
• Proficiency in insurance management software and systems .
• Property & Casualty insurance license .

Education and Experience:

• High school diploma or equivalent.
• At least two years' related experience required.

Working Conditions:

• Day shift with standard working hours - Hybrid Role
• Work Location: Correll Insurance Group of Hilton Head, South Carolina
• Work Type: Full-Time

Summary: If you enjoy helping others and are a compassionate, customer-focused individual, then apply today! At Correll Insurance Group we pride ourselves on our insurance products and customer service, and inclusive work environment for our team.

NOTE: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Flexible work from home options available.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Correll Insurance Group has been in the Carolinas since 1931. The local agents of Correll Insurance Group offer individual and business insurance solutions. We develop client relationships to provide insurance packages, including homeowners and car insurance, flood and liability insurance, for both businesses and families. We support local, independent agents who serve the towns they live in. Our agents have stood beside their neighbors in the Carolinas, Tennessee, Kentucky, Arkansas, and Mississippi for generations. Correll agents offer services backed by the resources of an established, national firm.

Correll Insurance Group, one of the largest independent insurance agencies in the Southeast. We are a Trusted Choice independent agency that represents more than 200 insurance companies, allowing us to design the best product for most situations.

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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