High Net Worth Assistant Account Manager
The Jonus Group
Job Description
We are seeking an experienced High Net Worth or Middle Market Personal Lines Account Executive for one of our Regional Clients. Extremely flexible schedule with 4 days working from home and 1 day in office in NYC. Please see qualifications below: Essential Duties and Responsibilities:
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We are seeking an experienced High Net Worth or Middle Market Personal Lines Account Executive for one of our Regional Clients. Extremely flexible schedule with 4 days working from home and 1 day in office in NYC. Please see qualifications below: Essential Duties and Responsibilities:
- Primary Role is to assist busy producer primarily with Personal lines.
- Prepare and send Broker of Record Authorization forms and process with the carriers.
- Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
- Maintains follow-up and suspense file on outstanding orders, correspondence, renewal expirations and follows up on overdue and suspense items.
- Checks new and renewal policies and endorsements for accuracy in coverage.
- Assists with marketing renewals and new lines of insurance for producer's accounts.
- Manages billing issues, and tracks cancellations.
- Manage renewal reviews and remarketing when necessary.
- Prior experience with AMS360
- Excel and word proficient
- Current NYS Brokers License
- Extensive personal line underwriting/coverage knowledge, some knowledge of commercial lines, or willing to learn.
- Comprehensive knowledge of various insurance contracts and the coverage they provide, as well as an understanding of company underwriting guidelines.
- Knowledge of Chubb, ACE, Cincinnati, AIG, Travelers, PURE systems in order to secure quotes. The more carriers the better
- Knowledge of Flood Coverage and how to quote and secure policies.
- Ability to secure all required underwriting information from new clients and/or producers to market the account.
- Quote new business and renewals based on risk with one or more carriers.
- Knowledge of running underwriting reports and the ability to interpret the information provided.
- Have a knowledge of high-net-worth clients and their coverage needs.
- Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, self-motivated.
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Vacancy posted 3 days ago
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