Personal Lines Account Manager – High Net Worth

Personal Lines Account Manager – High Net Worth

Requirements

• 8+ years personal lines experience with a background in HNW client/account management services.
• HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE required, with Cincinnati, Nationwide Private Client Group and Nat Gen Premiere preferred.
• HNW experience with the following required; Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.
• Proper insurance licenses
• Experience with Applied Systems TAM, 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

Preferred Qualifications

• A background in the Sports & Entertainment field is helpful but not required.