Private Client Personal Lines Account Executive - Scottsdale, AZ

The role of client manager, referred to as Account Executive within this insurance agency's highly specialized private client group platform, supports the business development and client consulting efforts.  Your influence in this role is critical to growing the office and maintaining a reputation of excellence with regards to providing clients important and timely risk protection.  The agency works very hard to integrate each team member into every facet of the sales and service process. The firm's Phoenix office is developing and therefore needs a strong second-in-command to the business development leader to build out the operations. 

Private Client Personal Lines Account Executive 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.
Participate in the agency's ongoing branding by maintaining strong ties with key underwriters in the high net worth market.


Private Client Personal Lines Account Executive Qualifications:
Bachelor's degree is required.
At least five (5) years of insurance experience in a client service or sales role within an insurance agency's personal lines division that has a defined portion of affluent clients. 
You have a strong working history of doing business with underwriters at carriers like Chubb, Fireman's Fund, Chartis and Ace to procure appropriate coverage and endorsements.  

Demonstrate team leadership abilities so as the office grows you can be a resource for training and development of junior employees as well as work directly with the client on coverage recommendations and delivering on service promises in concert with the business development leaders.

Please contact Scott Thompson for immediate confidential consideration and additional details. 

Email: sthompson@insurance-csg.com

Phone: 515-216-5455

See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.

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