JL Connects · 1 week ago
High-Net-Worth Personal Lines Account Manager
New Bedford, MA
Full-time
Onsite
Mid Level
3+ years expJL Connects is currently seeking a Personal Lines Account Manager to support an expanding book of business. The ideal candidate will handle endorsements, audits, policy changes, and communicate with high-net-worth clients to manage their accounts effectively.
Staffing & Recruiting
Hiring Manager
Joe Prestia
Responsibilities
Handle endorsements, audits, policy changes, and follow-up items
Prepare and process renewals, certificates, and information requests
Communicate with clients to update accounts, provide quotes, bind coverage, and identify cross-selling opportunities
Work with carriers such as Berkley One, Chubb, PURE, Cincinnati, and others
Maintain client confidentiality and contribute to a positive team environment
Qualification
Required
Several years of personal lines experience
Experience working with high-net-worth clients
Familiarity with Applied Epic
Active Massachusetts Property & Casualty license
Benefits
Medical, dental, vision, disability insurance, and wellness programs
401(k) with employer match
Generous PTO, paid holidays, summer Fridays, and flexible scheduling
Company
JL Connects
JL Connects is an experienced search firm specializing in direct-hire placements within the insurance industry.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Joe Prestia
CEO
Lynn Prestia
President / Partner
Company data provided by crunchbase