Private Client Insurance Account Manager
About The Position
High Net Worth Personal Insurance Account Executive Established agency seeking an experienced, detail-oriented Account Executive who demonstrates clear knowledge and understanding of High Net Worth Personal Lines Insurance coverages to join a Private Client Team. The ideal candidate will have the following qualifications: Experience working with home, auto, and umbrella coverage. Comfortable working with policies of $20,000 and higher. Works with carriers such as AIG, Pure, Cincinnati, and Chubb. Prior experience in a client facing role, building and maintaining relationships. Ability to handle new and renewal business. Ability to review insurance contracts for accuracy. Complete and prepare certificates, proposals, policy summaries, and reviews. Ability to work independently or as part of a team to support sales and drive agency revenue. Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues. Experience in brokerage setting. Carry an active P&C license.
Requirements
- Experience working with home, auto, and umbrella coverage
- Comfortable working with policies of $20,000 and higher
- Works with carriers such as AIG, Pure, Cincinnati, and Chubb
- Prior experience in a client facing role, building and maintaining relationships
- Experience in brokerage setting
- Carry an active P&C license
Responsibilities
- Handle new and renewal business
- Review insurance contracts for accuracy
- Complete and prepare certificates, proposals, policy summaries, and reviews
- Work independently or as part of a team to support sales and drive agency revenue
- Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
