Personal Lines Insurance, Private Client Advisor - High Net Worth
$100k - $130kLang Insurance
Job Description
Job Description
Annual Starting Salary: $100K - $130K (Will be determined by level of HNW experience and desired skills)
**PLUS SIGNING BONUS**
The ideal candidate will demonstrate a deep understanding of the unique needs of HNW clientele and possess strong policy and product knowledge across our High-Net-Worth carrier partners such as Berkley One, Chubb, Cincinnati, PCS/AIG, PURE and Vault .
Primary Job Responsibilities
- Manage and service, with support, an assigned High Net Worth (HNW) book of business - account premiums of $50K+.
- Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance.
- Prepare and conduct high level client renewal reviews.
- Stay current on industry trends, product developments, coverage updates, and emerging technologies.
Desired Skills
- Working knowledge of AMS360 or Epic agency management system.
- Experience and familiarity with leading HNW carriers such as Berkley One, Chubb, Cincinnati, PCS/AIG, PURE and Vault, as well as working with wholesale brokers on hard to place Excess & Surplus Lines business.
- Strong problem-solving abilities with the capacity to make independent decisions and develop solutions that support outstanding client experience and team objectives.
- Strong ability to learn and utilize agency management systems, carrier portals, MS Office applications (Word, Excel, Outlook & Teams) and other technology essential to the role such as Scribe.
- Ability to adapt to shifting priorities, be resourceful, and embrace change.
- Highly self-motivated with a strong work ethic and resilient to work through challenges.
Qualifications
- Minimum of 5 years high net-worth personal lines experience.
- Active Property & Casualty Insurance License in good standing.
- Must have the ability to work under pressure in a fast-paced environment.
- Commitment to continuous process improvement and team development.
Vacancy posted 1 day ago
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