Personal Lines High Net Worth Account Manager

Location: 10 Research Pkwy Ste. 400, Wallingford, Connecticut, United States; hybrid role with on-site presence required

Salary: $80,000–$100,000 per year

Company

hirify.global is a global fintech and insurance services company providing insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage solutions.

What you will do

• Manage, retain, and expand a book of high-net-worth personal lines insurance business.
• Conduct annual account reviews and assess clients’ exposures, lifestyles, risks, and current insurance programs.
• Evaluate carriers based on coverage, protection, and cost effectiveness, and negotiate with carriers on clients’ behalf.
• Collaborate with producers to develop coverage plans and action plans for new and existing accounts.
• Provide timely, consultative service and communicate policy changes, exclusions, risks, and mitigation options.
• Monitor policy issuance, endorsements, claims handling, umbrella policy updates, and compliance with account management processes in EPIC.

Requirements

• 3–5 years of insurance industry experience with high-net-worth clientele required.
• Property & Casualty license required.
• Associate’s Degree or higher preferred, or equivalent experience.
• Proficiency with Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
• Experience with agency management software; APPLIED EPIC experience preferred.
• Strong organization, time management, attention to detail, communication, interpersonal, relationship-building, initiative, and problem-solving skills.

Culture & Benefits

• Collaborative environment focused on leadership, accountability, and professional growth.
• Medical, dental, vision, life, and disability insurance, plus fertility and wellness resources.
• Paid time off, holidays, paid sick time, Employee Assistance Program, and Calm app subscription.
• 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, legal plan options, and pet insurance.