High Net Worth Account Executive

The Jonus Group•Westchester County, NY

About The Position

Our National Client is seeking a highly skilled and licensed High Net Worth Personal Lines Account Manager to join their team. This role focuses on servicing mostly high net worth families and select middle market clients, primarily handling accounts with premier carriers such as Chubb, PURE, AIG, Cincinnati, Berkley One, Travelers, Hanover & Safeco.

Requirements

5 - 10+ years personal lines experience with a background in HNW client/account management services.
HNW experience with the following carriers: Chubb, Cincinnati, Berkeley, Travelers AIG, PURE
HNW experience with the following required; Auto, Home, Umbrella, Flood, Family Office, Boat & Yacht
Proper insurance licenses
Experience with AMS 360, Excel, Word and general computer skills
Strong communication skills
Work well in a team orientated environment and under pressure
Good leadership, analytical and organizational skills

Responsibilities

Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.
Address client questions regarding premiums and billing statements
Provide claims counseling and assistance during the claim settlement process
Assist client with completion of applications, risk profile assessments and renewal questionnaires
Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
Re-market client policy renewals as needed given client need and/or current market conditions
Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
Prepare re-marketing results and provide a detailed renewal review to discuss with the client
Implement new/renewal program and provide client with detailed evidence of coverage
Cross-sell/upgrade existing coverage and/or present additional coverages as needed