Personal Lines High-Net-Worth Account Managers

NORTH CAROLINA LOCATIONS
 
System Search has an immediate opening for a Personal Lines Account Manager for High-Net-Worth Clientele in locations including:
 

 
Personal Lines Account Manager responsibilities include: 

• Makes decisions on books of insurance business.
• 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.
• May also negotiate with underwriters and carriers.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• 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.
• Performs other duties and projects as assigned
• Attends industry related continuing education training and courses.

 
Ideal Qualifications & Experience of Personal Lines Account Manager:

• 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

 
Other Job Titles considered include Account Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist