Personal Lines Account Manager
Core
Manage a book of Personal Lines insurance including High net-worth/Private Client business, providing professional service and decision-making autonomy.
Role type
Account Manager
Builds
Insurance policies and client retention
Domain
Insurance
Required skills
Insurance licensing, client service, problem solving, data analysis, negotiation, cross-selling, system proficiency
Preferred skills
Industry knowledge, team collaboration
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Make decisions on books of insurance business, oversee preparation and implementation of transactions, acquire understanding of clients' insurance objectives, act as liaison between clients and carriers, negotiate with underwriters, troubleshoot claims and billing issues, develop new business, identify cross-selling opportunities, manage client meetings, document conversations and update systems.
Seniority
Mid-level, hands-on IC