Personal Lines High Net Worth Account Manager
Jobtailor
Responsibilities Conduct annual reviews of clients’ insurance program Stay current on changes in clients' lifestyle that impact their risk profile and coverages Negotiate with carriers on clients' behalf Discuss any potential risks and recommend appropriate coverages Provide overall stewardship of risk management solutions for clients Successfully manage own book of business through developing, maintaining, and expanding relationships with clients Review exposures and current insurance program for assigned clients Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts Monitor carrier activities to ensure responsibilities to the customer are fulfilled Complete account reviews Identify and communicate exclusions or changes to clients’ policies Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options Requirements 3-5 years of prior insurance industry experience with High Net Worth clientele is preferred Associate’s Degree or higher is desired, or equitable experience Property & Casualty license required Proficient working knowledge of Microsoft Office Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC Certifications & Qualifications Property & Casualty license Associate’s Degree #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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