High Net Worth Personal Lines Account Manager:  Salary 100k+ 

Hybrid Schedule 3 days in office and 2 days work from home

The Account Manager position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P &C personal insurance. 

Essential Functions:

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc. 
• Address client questions regarding premiums and billing statements
• Provide claims counseling and assistance during the claim settlement process
• Assist client with completion of applications, risk profile assessments and renewal 
  questionnaires
• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
• Re-market client policy renewals as needed given client need and/or current market conditions
• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
• Prepare re-marketing results and provide a detailed renewal review to discuss with the client
• Implement new/renewal program and provide client with detailed evidence of coverage
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
  

Competencies & Qualifications: 

The qualified candidate must have:

• 5+ years personal lines experience with a background in HNW client/account management services. 
• HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE required, with Cincinnati, Nationwide Private Client Group and Nat Gen Premiere preferred.
• Proper insurance licenses
• Experience with Applied Epic, Excel, Word and general computer skills
• Strong communication skills, work well in a team orientated environment and under pressure
• Good leadership, analytical and organizational skills

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

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