Personal Lines High Net Worth Account Manager
Core
Manage high net worth clients' personal lines insurance programs, conduct annual reviews, negotiate with carriers, and provide risk management stewardship.
Role type
Personal Lines High Net Worth Account Manager
Builds
Customized insurance solutions and risk management strategies for high net worth individuals
Domain
Insurance / Personal Lines / High Net Worth
Deliverable
client delivery
Required skills
Property & Casualty licensing, carrier negotiation, annual account review, risk profile assessment, policy optimization, carrier monitoring, exclusion identification
Preferred skills
High Net Worth/Private Clientele experience, EPIC system proficiency
Technologies
Microsoft Office, EPIC
Responsibilities
Conduct annual reviews of clients' insurance programs, negotiate with carriers on clients' behalf, monitor carrier activities for policy and claims fulfillment, identify policy exclusions and mitigating options, maintain relationships with producers and clients, ensure timely updates to umbrella policies
Seniority
Mid-level, hands-on IC