High Net Worth Associate Account Executive

Job Description

High Net Worth Associate Account Manager

Job Summary

A growing independent insurance agency is seeking a High Net Worth Associate Account Manager to support a private client team. This role is ideal for an experienced insurance professional with exceptional attention to detail and a strong commitment to accuracy. The position plays a key role in maintaining precise client records, delivering error-free work, and supporting time-sensitive and complex account activity. Success requires full accountability for quality and accuracy from initiation through completion.

Responsibilities

• Process endorsements that do not require underwriting approval
• Generate and maintain updated summaries of insurance for high-value accounts
• Assist with detailed insurance reviews by identifying discrepancies, missing information, or inconsistencies and elevating findings appropriately
• Prepare endorsement quotes
• Retrieve inspections from carrier websites, attach documentation in agency management software, and flag items requiring immediate attention
• Enter manually processed or non-download policy renewals and endorsements into agency management software, including full-term premium updates
• Generate and process loss payee requests
• Handle mortgagee requests, including refinances, HELOCs, and coverage verifications
• Issue certificates of insurance for landlords and property management companies
• Assist with billing inquiries and payment processing
• Issue ID cards and binders for existing auto policies
• Process vehicle changes to auto and umbrella policies, including driver reassignments to help optimize premium when appropriate
• Follow up on documentation for new vehicles to confirm proper valuation and applicable safety feature credits
• Review daily downloads related to endorsements and update agency management software records as needed
• Support special projects as assigned

Qualifications/Requirements

• 5+ years of insurance experience, preferably within High Net Worth or Private Client lines
• Holds an active P&C (Property and Casualty) insurance license
• Proficiency in Microsoft Office, Adobe, and DocuSign
• Experience with agency management software; AMS360 experience preferred
• Familiarity with high-net-worth carrier portals such as Chubb, PURE Insurance, The Cincinnati Insurance Companies, Berkley One, AIG Private Client Group, and Vault preferred
• Advanced computer literacy and technical proficiency
• Strong organizational and time management skills
• Excellent written and verbal communication skills

Key Skills

• Exceptional attention to detail and ability to identify subtle discrepancies
• Strong team orientation with the ability to work independently
• Effective problem-solving abilities
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Comfortable performing repetitive tasks that require sustained focus
• Ability to follow detailed procedures with consistency and accuracy

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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