Atlantic Group · 8 hours ago
Remote Personal Lines Account Manager (Private Client)
United States
Full-time
Remote
Mid Level
$60K/yr - $70K/yr
3+ years expAtlantic Group is hiring a Remote Personal Lines Account Manager (Private Client) for our client, supporting high-net-worth and mid-market personal lines accounts. This fully remote role focuses on policy servicing, renewals, and retention while advising clients on coverage strategy, pricing, and risk management.
B2BHuman ResourcesStaffing Agency
Responsibilities
Provide ongoing advice and daily servicing support for an assigned personal lines book of business, addressing coverage questions, policy changes, and service needs
Proactively manage renewals, conduct coverage reviews, address renewal alerts, and re-market policies when appropriate to maximize client retention
Partner with producers to evaluate existing insurance programs, recommend coverage and pricing alternatives, and coordinate services with HNW and mid-market carriers
Maintain task reports including expirations, cancellations, and in-process submissions, ensuring accuracy, timeliness, and follow-through
Collaborate with the personal lines team to share knowledge, troubleshoot complex accounts, and support resolution of escalated servicing issues
Qualification
Required
Active Florida 2-20 (General Lines) or 20-44 (Personal Lines) insurance license required
3+ years of personal lines experience within a retail insurance agency, with exposure to high-net-worth or private client accounts
Experience using agency management systems and insurance carrier portals, with strong proficiency in Microsoft Office tools
Solid understanding of personal lines coverages, policy structures, renewals, re-marketing strategies, and client retention best practices
Client-focused, detail-oriented professional with strong communication skills, excellent time management, and the ability to work independently in a remote environment
Benefits
Bonus
Company
Atlantic Group
Atlantic Group, founded in 2006, is an industry leader in executive and professional search & staffing.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Ricco
Founding Partner
Recent News
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