About the Role
As Private Client Group Personal Lines Account Manager, you join an independent insurance broker looking for someone with extensive high-net-worth personal lines expertise to help transform how they support and deliver client service to affluent clients.
A hybrid schedule is available.
Duties & Responsibilities
Keys to your success include:
- Ability to quickly process policy changes, additions, billing, claims status, and renewals
- Maintain and update coverage summaries, prepare binders, and ensure accuracy of new policies prior to client delivery
- Build and strengthen relationships with clients and internal stakeholders, helping the team achieve success through excellent retention, seeking out additional revenue opportunities, and improving service delivery.
Skills & Experience
- Several years of insurance experience servicing personal lines policies (home and auto) with a strong understanding of the full-cycle client service process including remarketing; private client group expertise is rquired
- Independent agency experience is required
- State insurance license