Career Search

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:
 

  • Charlotte, NC
  • Raleigh, NC
  •  
    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