Personal Lines Account Managers – High-Net-Worth

System Search is currently recruiting for Personal Lines Account Managers with High-Net-Worth experience in multiple locations in North Carolina including:
 

• Charlotte
• Greensboro
 
Responsibilities of the Account Manager:
 
• 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