HNW Personal Lines Account Manager

Company: Confidential — Specialty Insurance Brokerage | Compensation: $75,000 – $95,000 + bonus + 401(k) match + full benefits

Job Location: Cedar Knolls, NJ (Hybrid — 4 days in office / 1 day remote)

Role Summary

Our client is a well-established specialty insurance brokerage in Cedar Knolls, NJ with a long track record of managing risk and protecting the assets of high-net-worth families and their businesses. With a deeply loyal client base and a team culture built around relationship quality over volume, they are seeking a skilled Account Manager to join their Personal Lines practice. In this role, you will own the day-to-day service relationship for a dedicated book of high-net-worth personal lines clients — serving as the primary contact for coverage questions, renewals, and ongoing service needs. Working closely with the firm's Producers, you will be instrumental in delivering the white-glove client experience this firm is known for.

Responsibilities

• Serve as the day-to-day point of contact for a dedicated book of high-net-worth personal lines clients, delivering responsive, high-quality service
• Own the renewal process end-to-end — from early outreach and applications through carrier negotiations and binding coverage
• Conduct proactive coverage reviews to identify gaps and make recommendations tailored to each client's risk profile
• Handle client inquiries, policy changes, endorsements, and billing issues with professionalism and urgency
• Negotiate with carriers on pricing, terms, and coverage options to achieve the best outcomes for clients
• Maintain complete, accurate records in AMS 360 Agency Management System

Qualifications

• 3+ years of experience in personal lines insurance, ideally serving high-net-worth clients
• Strong working knowledge of HNW insurance products including yacht, aviation, equine, fine art, jewelry, and umbrella policies
• Proficiency with AMS 360 Agency Management System (required)
• Property & Casualty license required (or ability to obtain promptly)
• Exceptional client service instincts — comfortable managing complex, relationship-driven accounts
• Highly organized with the ability to manage multiple priorities and deadlines effectively

Why apply for this position?

This is an opportunity to do meaningful, high-quality work in a niche that rewards expertise and relationship skill over volume. Our client's accounts are sophisticated and appreciative of excellent service — and the internal team reflects that same culture. With a competitive salary, hybrid flexibility, and a collaborative environment, this role offers you the chance to settle into a stable, high-quality book of business and grow as a specialist in high-net-worth personal lines.

This search is being conducted by Coppertree Staffing on a confidential basis. All inquiries will be handled with the utmost discretion.