Job Description

Responsibilities

• Act as the main point of contact for high net worth clients
• Collaborate with insurance agents to review client needs and provide tailored coverage options
• Develop and maintain strong relationships with clients and provide ongoing support and assistance
• Ensure that all client documentation and information is accurate and up-to-date
• Stay up-to-date with industry trends and changes in insurance regulations to provide clients with the most relevant information
• Provide guidance and assistance during the claims process, ensuring efficient and satisfactory resolution for clients
• Collaborate with underwriters and carriers to negotiate policy terms and coverage options

Qualifications

• Proven experience as an Account Manager in the personal lines insurance with a focus on high net worth 
• In-depth knowledge of personal insurance products and coverage options
• Strong communication and interpersonal skills, with the ability to build and maintain relationships with a diverse clientele
• Detail-oriented and organized, with the ability to manage multiple client accounts simultaneously
• Proficiency in insurance software and Microsoft Office suite
• A valid insurance license and relevant certifications may be required

Day-to-day

• Engage with clients to assess their insurance needs and provide personalized coverage options
• Liaise with insurance agents and underwriters to negotiate policy terms and coverage options
• Update client files and documentation to ensure accuracy and compliance with regulations
• Provide ongoing support and assistance to clients, addressing any questions or concerns they may have
• Stay informed about industry trends and changes in insurance policies to best serve clients

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