Account Manager, Affluent Personal Lines (CA hybrid or Remote)

NFP•Palm Springs, CA

11h•$47,000 - $75,000•Hybrid

About The Position

This role is for our Private Client Group (PCG)/High Network team. The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. You should have servicing experience in Personal Risk and/or PCG. It is also ideal that you have experience with traditional and non-traditional markets, including the California Fair Plan, and working with short-term rental policies. You will support the account management team in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. You will prepare materials for presentations and communications and assists team members with day-to-day client servicing. At this level, you will take an active role in client meetings. While in this role, you will be developing and maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. You should be prepared to manage your own book of business. This is a full-time hybrid position from our Palm Springs, CA office. Work hours are typically M-F, 8:00-5:00 pm -flexibility with hours will be considered. Remote option will be considered or those with CA State Fair Plan and PCG experience.

Requirements

Demonstrated experience in managing multiple and time-sensitive verticals of communication and documentation.
Highly organized with excellent verbal and written communication skills.
Self-confident to make sound independent decisions.
Able to work overtime as necessary.
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner.
Customer-focused to establish and maintain effective relationships.
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
Intermediate level of experience in agency management system(s), EPIC highly desired.
Ability to prioritize multiple tasks to meet deadlines.
Possess strong analytical and problem-solving skills.
Sharp attention to detail, decision-making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines and technology.
Typically, more than 3 years of client service and Personal Risk/Affluent Personal Lines experience.
A P&C Insurance License is required upon hire.
HS Diploma or equivalent is required; a dditional education and/or related training is preferred.

Nice To Haves

Experience with California Fair Plan, and working with short-term rental policies is a plus.
EPIC agency management system experience preferred.

Responsibilities

Works proactively to maintain relationships with carrier and client contacts.
Lead client meetings for accounts assigned to them.
The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
Creates and maintains client files in accordance with office procedures.
Responsible for keeping client policy records in the agency management system.
Servicing existing book of business; current book is approximately 400 accounts with 2M total premium.
Retention and rounding-out of book is required.