High Net Worth Account Manager
4 days ago
Job Summary
We are seeking a skilled High Net Worth Account Manager to join our team at Insurance Talent Group. As an experienced insurance professional, you will be responsible for the day-to-day account management of assigned clients, including processing policies, invoicing, and providing coverage comparisons.
About the Role
This is a unique opportunity to work with high-net-worth clients in the Personal Lines space. You will be responsible for building relationships with clients and carriers to improve client retention, processing endorsements, and identifying gaps in coverage.
Key Responsibilities
- Responsible for the day-to-day account management of assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
- Build courteous and successful relationships with clients and carriers to improve client retention.
- Processing and submitting any endorsements on carrier portal or liaison with direct underwriters.
- Be able to provide proper risk management on client's profile based on their need and ensure proper insurance coverage and limits are offered to the client.
- Identify gaps in coverage and consult leadership or producer of options to advise the client.
- Assist in growing the assigned book of business through account rounding and referrals.
- Support marketing and sales teams as needed.
- Follow agency guidelines, policies and procedures.
- Promote teamwork, support, knowledge sharing and a positive attitude in the department.
- Promote a commitment to achieve or exceed internal and external performance standards.
- Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
Requirements
- Active RIBO License or equivalent in good standing
- Minimum 2+ years of insurance experience in dealing with High-Net-Worth clientele in PL
- Knowledge of carriers that plays in the high-net worth space and their offering including but not limited to umbrella, excess coverage, valuable articles, recreational vehicles, boats, etc.
- Strong organizational and good verbal communication skills.
- Proficient knowledge of Microsoft Office 365 products, including but not limited to Outlook, Word and Excel. Able to create and edit pivot tables, charts, spreadsheets, etc.
- Efficient in TAM and/or EPIC.
- Positive attitude and ability to multitask.
What We Offer
We offer a competitive salary range of $70,000 - $80,000, depending on experience.
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