Our client is a reputable insurance agency with a highly specialized private client group platform. The organization works very hard to integrate each team member into every facet of the sales and service process. Each person is accountable to the client whether it be consulting on policy provisions and discussing renewals to simply providing timely feedback on policy questions. The firm’s New York office is experiencing terrific growth and has an opportunity for a client service professional with existing high net worth personal lines career experience. This can be a senior client management role, one with a business development component, or strictly book administration. It will largely depend on your experience level and career interests coming into the position.
Private Client Personal Lines Account Manager Responsibilities:
- Take charge of aspects of the renewal process including client review meetings, submission compilation and marketing negotiation with carriers.
- Perform policy administration including endorsements and/or other policy changes, certificates and assist with gathering renewal information.
- Manage all policy billing including cancellations, renewals and any applicable payment scheduling or financing.
- Take control of escalated customer service or claims issues.
Private Client Personal Lines Account Manager Qualifications:
- Bachelor’s degree is required.
- At least three (3) years of insurance experience in a client service or sales role within an larger insurance brokerage’s high net worth personal lines division.
- Prior client relationship management/interaction or involvement in the complete sales and service process is required.
- Experience handling policies and working with underwriters from the major high net worth carriers (Ace, Chubb, Fireman’s Fund and Chartis)
- Senior level candidates will be given the option of assuming a large number of clients without business development responsibilities or taking a smaller case load to have time allocated to originating new business.
Please
contact Scott Thompson for immediate confidential consideration and additional
details.
Phone:
515-216-5455
See
our website at www.csgrecruiting.com/jobs for a complete listing of nationwide
opportunities.
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out some of my recent articles on the blog here:
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