High Net Worth Account Manager
Core
Inform, educate, and make recommendations to clients regarding insurance, benefits, retirement, and wealth management strategies; develop new business from existing accounts and assigned leads.
Role type
High Net Worth Account Manager
Builds
Insurance, benefits, retirement, and wealth management strategies for private clients
Domain
Insurance and Wealth Management
Deliverable
client delivery
Required skills
Active insurance license, experience with high-net-worth clientele, relationships with luxury carriers, proficiency with Microsoft Office Suite
Preferred skills
Bachelor's degree, bi-lingual (English/Spanish), Epic or Sagitta system experience, industry designations
Responsibilities
Determine acceptability and placement of coverage and collect premium payments; resolve billing issues and service requests; monitor status of change requests and review policy documents; oversee preparation and implementation of transactions and paperwork; support clients with inquiries regarding coverages, products, and services; document and answer client calls, emails, and mail transactions; communicate with clients to obtain additional information to complete transactions.