Personal Lines Account Manager
Core
Managing a book of Personal Lines insurance including High net-worth/Private Client business, providing professional service to clients and carriers, and supporting producers in obtaining and expanding business.
Role type
Personal Lines Account Manager
Builds
Insurance policies and services for individual and private client clients
Domain
Insurance brokerage (Personal Lines, High Net Worth)
Deliverable
client delivery
Required skills
insurance plan analysis, carrier negotiation, claims troubleshooting, account retention management, new business development, cross-selling, client meeting management, data documentation, industry trend analysis
Preferred skills
none stated
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Make decisions on books of insurance business; oversee preparation and implementation of transactions and paperwork; acquire understanding of clients' insurance objectives and analyze plans; act as liaison between clients and carriers to resolve complex service issues; negotiate with underwriters and carriers; troubleshoot claims and billing issues; develop new business from existing accounts; identify and follow up on cross-selling opportunities; manage and conduct client meetings; document conversations and update computer systems.
Seniority
Mid-level, hands-on IC