High Net Worth Assistant Account Manager

The Jonus Group•New York, NY

1d•Hybrid

About The Position

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.

Requirements

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.
Knowledge of Flood Coverage and how to quote and secure policies.
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.

Nice To Haves

The more carriers the better

Responsibilities

Assist busy producer primarily with Personal lines.
Prepare and send Broker of Record Authorization forms and process with the carriers.
Respond to client requests for policy changes, billing inquiries and verification of coverage.
Ensure that these items are given to client in a timely manner.
Maintain follow-up and suspense file on outstanding orders, correspondence, renewal expirations and follows up on overdue and suspense items.
Check new and renewal policies and endorsements for accuracy in coverage.
Assist with marketing renewals and new lines of insurance for producer’s accounts.
Manage billing issues, and track cancellations.
Manage renewal reviews and remarketing when necessary.
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.