Job Description
Private Client Personal Insurance Account Manager
Job Summary
Seeking a highly skilled and experienced Private Client Personal Insurance Account Manager to join a fast growing brokerage. This role is ideal for a professional with a strong background in insurance. The successful candidate will manage VIP personal lines accounts, providing exceptional white glove service to valued clients.
Responsibilities
- Manage a portfolio of VIP personal lines accounts, including secondary and high-value homes, boats/yachts, antique/exotic cars, fine art/jewelry and more.
- Provide exceptional customer service, ensuring client satisfaction and retention.
- Manage and service a book of business, handling a diverse range of account sizes.
- Utilize agency management software to manage accounts efficiently.
- Collaborate with carriers such as Andover, Chubb, AIG, PURE, and others.
- Stay updated on industry trends and maintain strong knowledge of insurance coverages.
Qualifications/Requirements
- Active Property & Casualty (P&C) license is required.
- Strong knowledge of High-Net-Worth coverages.
- Proficiency in using Applied EPIC or similar agency management software is preferred.
- Proven experience managing mid-market and VIP personal lines accounts.
- Excellent communication and interpersonal skills.
- Ability to work independently in a fully remote/hybrid environment.
- Commitment to providing outstanding customer service and maintaining long-term client relationships.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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