Job Description
My client's focus is on High Net Worth (HNW) Personal Lines Property & Casualty, and are seeking a highly motivated, well rounded insurance professional to become part of their team.
The Senior Account Manager (SAM) position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P &C personal insurance.
The SAM will:
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
The qualified candidate must have:
8+ years Personal Lines experience with a background in HNW client/account management services. A background in the Sports & Entertainment field is helpful but not required.
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
We offer a competitive salary, benefits and additional compensation possibilities for new business production.