Job Description

Our National Client is looking for an Associate High Net Worth Account Manager. Please see qualifications below:

Must have current insurance experience and hold a P&C license.

Position Summary:

This position involves day-to-day responsibilities that require independent judgment and discretion while supporting a book of business and contributing to the department’s ongoing success.

Essential Functions & Basic Duties:

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

• Update existing accounts.
• Speak directly with clients and carriers.
• Initiate and create comparative spreadsheets, summaries of insurance and proposals.
• Quoting on all lines of business from carrier websites.
• Maintain integrity of system activities and client detail.
• Adherence, compliance and full utilization of all technology tools (i.e. EPIC, Outlook, etc).
• Work collaboratively with producers, account executives, clients and the SterlingRisk Personal Lines team to service existing and new accounts.
• Collaborate with and manage the day-to-day servicing needs of the account executive.
• Issuance of binder, ID card, certificates, evidence of property & cancellation requests.
• Help prepare and coordinate market presentations for Personal Lines clients.
• Manage follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedure.
• Determine appropriate billing processes in accordance with departmental guidelines and make decisions supporting best practices after considering such guidelines.
• Monitor renewal dashboard for account executive.
• Proper coding into EPIC of non-renewals, cancellations, re-writes, etc.
• Process insured, producer and carrier requests.
• Correspond with clients and carriers; evaluate courses of action, as needed; make appropriate decisions in accordance with best practices of SterlingRisk.
• Order updated renewal information.
• Respond directly to or refer insured and underwriter’s questions.
• Manage direct bill procedures (not including agency bill), dealing directly with clients on all billing issues.
• Process credit card and checking account payments, as well as EFT payments for clients.
• Ensure all renewal information in EPIC correctly reflects renewal issued by carrier.
• Process endorsements, including endorsement checking, and accurate download into EPIC.
• Follow up on broker of record.
• Compliance with carrier Underwriting Guidelines.
• Read flood elevation certificates and wind mitigation forms.
• Quote and run flood determination reports, as well as other carrier quoting (auto, home, vac, umbrella and flood).
• Run MVR and CLUE reports, completing applications and obtaining requirements from the carrier to obtain a quote.
• Prepare all required client signatures via electronic signature.
• Complete all required surplus lines documents to underwriting for binding.

Supervisory Duties:

• Not applicable for this position

Knowledge, Skills, & Abilities:

• Proficiency with Outlook, Excel, Word, and Docu-sign
• Experience with EPIC or Applied preferred
• Personal Lines related product knowledge
• Strong oral and written communication skills
• Ability to work directly and efficiently with clients
• Ability to work well under pressure
• Ability to work independently and in a team environment
• Strong presentation skills
• Detail oriented with strong organizational skills

Education and Work Experience:

• Minimum two-year college degree preferred
• Minimum of 3+ years insurance experience in Personal Lines
• Property & Casualty Broker’s License

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