About the Role
The High Net Worth Senior Personal Lines Account Manager job openings are high-level service positions within a national insurance broker’s thriving private client practice. Available for an insurance professional experienced with servicing high net worth home and auto policies. Here is an overview of the job:
- Location: Work alongside tenured PCG colleagues in Naples, Miami, Palm Beach, or Philadelphia. Hybrid schedules are available.
- Responsibilities: A client facing role, you serve as an advisor, helping explain coverage, answer questions, and recommending appropriate coverage based on risk exposures.
- Gather all renewal information and manage the remarketing process, negotiating and securing quotes from underwriters.
- Anticipate the client’s needs, providing proactive support and solutions based on their unique risks.
- Actively pursue new business opportunities through the book of business you service which includes capitalizing on referrals and upselling/cross-selling to expand revenue on existing accounts.
Skills & Experience
- Technical proficiency with rate, programs, coverage, exclusions and carriers in Private Client Group personal lines insurance.
- Familiarity with placing accounts through main carriers like PURE, AIG Private Client, and Chubb.
- Active P&C insurance license.