High Net Worth Account Manager

Responsibilities

• Inform, educate, and make recommendations to clients, carrier representatives, and underwriters
• Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
• Determine acceptability and placement of coverage and collect premium payments when applicable
• Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
• Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers
• Responsible for documenting and answering client calls, emails and mail transactions
• Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response
• Communicates with clients to obtain additional information to complete transactions

• High school diploma or equivalent
• Active 2-20 insurance license
• 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
• Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word
• Bachelor’s degree or higher (preferred)
• Bi-lingual (English/Spanish) (preferred)
• Epic or Sagitta system experience (preferred)