Assistant PL AM HNW
Woodrow Cross•Westport, CT
About The Position
The Assistant Account Manager supports the Personal Insurance team in servicing high net worth clients. The role partners closely with Account Managers to provide exceptional client service and efficiently handle policy administration activities.
Responsibilities
- Support Account Managers in servicing high net worth personal insurance accounts.
- Process policy changes, endorsements, renewals, and updates.
- Obtain and compare insurance quotes from carriers.
- Assist with billing inquiries, payment processing, and account reconciliation.
- Prepare and distribute client and carrier documentation.
- Maintain accurate client records and follow up on outstanding items.
- Assist with renewal preparation and marketing activities.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
