Personal Lines High Net Worth Account Manager

Location: Wallingford, Connecticut, United States; hybrid role with an on-site presence required

Salary: $65,000–$85,000 base compensation per year

Company

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

What you will do

• Manage and expand a book of high-net-worth personal lines business while maintaining strong client relationships.
• Conduct annual account reviews, evaluate client exposures, and assess lifestyle changes affecting risk profiles and coverage.
• Evaluate carrier fit, negotiate with carriers, and recommend coverage updates balancing protection, cost, and client needs.
• Provide responsive, consultative daily service and communicate pending insurance-market changes, exclusions, and policy updates.
• Coordinate with producers on new-account plans and coverage decisions.
• Monitor policy issuance, endorsements, claims handling, umbrella policy updates, and account-management processes in APPLIED EPIC.

Requirements

• 3–5 years of insurance industry experience with high-net-worth clientele is preferred.
• Property & Casualty license required.
• Strong organization, time management, attention to detail, communication, and interpersonal skills.
• Ability to build credible relationships with clients, producers, carriers, and internal stakeholders.
• Proficient with Microsoft Office, including Outlook, Excel, Word, and PowerPoint.
• Proficient computer skills with agency management software; APPLIED EPIC experience is preferred.

Culture & Benefits

• Medical, dental, vision, life, and disability insurance.
• Paid sick time, paid time off, holidays, and employee assistance resources.
• 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including leave for adoptive parents.
• Fertility benefits, wellness resources, Calm app access, legal plan options, and pet insurance.