Insurance - High-Net Worth - Personal Lines Account Manager

Job Description

Remote role Must be willing to work in PST zone and have experience with using EPIC. This is a culture of caring. Our long-term employees can attest! We are expanding and have an opening for top performing Personal Lines HNW Account Manager to join our award-winning team! Responsible for professionally controlling the day-to-day affairs of our accounts. The Account Manager is broadly responsible for internal management of our insurance customers including analyzing policies, planning workflow, and controlling marketing.

This is a remote position
Benefits

Work from Home

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Tuition Reimbursement

Hands on Training

Parental Leave

Career Growth Opportunities

Retirement Plan

Evenings Off

Responsibilities

• Obtain information and evaluate which markets to approach. Responsible of controlling and directing the marketing process.
• Must analyze options to be explored in terms of coverage, limits, deductibles, pricing, etc.
• Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors and omission claims.
• Send bind request to carrier and prepare binders, evidence of insurance and I.D. cards for the insured. Coordinate inspections with insured and inspection company hired by the carrier.
• Valuates completed appraisals/inspections and forward to the insured listing the inspector's findings, recommendations and requirements.

Requirements

• Property/Casualty Broker/Agent license
• Five to ten years proven experience.
• Applied Epic Agency Management System.
• CIC or CISR designation preferred.
• Market knowledge with Chubb, AIG, PURE, Nationwide, Cincinnati.
• Broad personal insurance knowledge and demonstrated ability to successfully handle larger and more complex accounts.
• Excellent business writing, communication and organization skills. with high School Diploma / College degree preferred.
• Computer skills necessary to perform the essential functions of the job (i.e. spreadsheets, database, word processing and insurance software)
• Other applicable insurance designations (i.e. CPCU, CIC, CISR, etc.)
• Must be willing to work in PST zone and have experience with using EPIC.

Company Description
Hoffman Brown’s success in the marketplace is tied to its ability to create a positive, cooperative work environment built around teamwork, professionalism, personal satisfaction, client empathy and service to both clients and community. Staff retention is superior, company profits are shared, and community service is woven into the fabric of HBC’s culture. Best Places to Work in Insurance – Best Companies Group – Business Insurance Best Places to Work in Los Angeles – Los Angeles Business Journal 2011 Congratulations for 50 years in Business: United States Senate Best Corporate Citizen- City of Los Angeles and California State Assembly