Personal Insurance Account Manager
Core
Manage and grow private client insurance accounts by delivering personalized service, analyzing coverage needs, and facilitating policy administration.
Role type
Personal Insurance Account Manager
Builds
Personal lines insurance policies and coverage solutions for high-net-worth clients
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
High net worth personal lines experience, Surplus Lines placement, carrier relationships (Chubb, Pure, AIG), policy administration, coverage analysis, proposal preparation, billing management, regulatory compliance
Preferred skills
CAPI, CPRM, or CPRIA designation
Technologies
Microsoft Office 365
Responsibilities
Develop proactive communications with customers and underwriters, analyze customer loss exposures, prepare proposals and present recommendations, generate annual revenue through cross-selling, assist with coverage changes and billing, complete policies and underwriting specifications, prepare renewals and endorsements, maintain relationships with customers and carriers, attend training sessions, ensure compliance with government agencies and corporate policies
Seniority
Mid-level, hands-on IC