Personal Lines Account Manager
Core
Manage a book of Personal Lines insurance including High net-worth/Private Client business, ensuring account retention and supporting producers in business expansion.
Role type
Account Manager (Personal Lines Insurance)
Builds
Insurance policies and risk management solutions for individual and private client clients
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
insurance underwriting, account management, client service, policy interpretation, claims troubleshooting, new business development, cross-selling, data management, industry trend analysis
Preferred skills
negotiation with underwriters/carriers, high-net-worth client relations, automated agency management systems proficiency
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