System Search is currently recruiting for Personal Lines Account Managers with High-Net-Worth experience in multiple California locations.
Responsibilities of the Account Manager:
Provides high-class service to high-net-worth and affluent Personal Lines Insurance Clientele
Works closely with producers, brokers, and other Company personnel on all aspects of client service, marketing, and renewals while adhering to Company best practices and standard procedures.
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
Acquires understanding of clients’ insurance objectives, critically analyzes and compares insurance plans to determine suitability.
Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
Makes appropriate recommendations to clients in response to those changes independent of manager approval.
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
Manages, organizes, and conducts client meetings, virtually or in-person, when necessary.
Appropriately documents conversations with clients and carrier representatives and updates all Company computer systems and automated agency management systems when necessary.
Qualifications & Experience:
Heavy High-Net-Worth Account Management experience in Personal Lines Insurance
Brokerage experience preferred
Current Property & Casualty Insurance License
Knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Strong written and verbal communication skills with exceptional organization skills
Proficient computer skills – Excel, PowerPoint, Word
