Hybrid HNW Private Client Account Manager-Poughkeepsie NY

4 weeks ago

Poughkeepsie, United States Masis Professional Group Full time

Job Title: HNW Private Client Account Manager

Location: Can choose from the Poughkeepsie NY, Melville, NY, or NY City locations. Hybrid – one day per week from home office (not Monday or Friday), and 4 days per week onsite in office.

Salary: $75,000 per year

This position will provide top quality and timely assistance to ensure accuracy and client satisfaction and will be responsible for but not limited to the below listed responsibilities, as well as to assist in handling miscellaneous activities as needed in the day-to-day operations.


JOB RESPONSIBILITIES:

  • Reviews client exposures, loss experience and current coverage and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
  • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions in a timely manner.
  • Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.
  • Understands, introduces, and leverages the services of Private Client Services Specialty Practices areas, as appropriate, including surplus lines placements.
  • Conduct client annual renewal reviews.
  • Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.
  • Communicates client’s risk solution and binding instructions to carriers.
  • Accountable for client retention through delivery of exceptional client service.
  • Provide a high level of client service on a daily basis.


REQUIRED SKILLS/QUALIFICATIONS

  • High School Diploma required / College Degree preferred.
  • Valid P&C license.
  • 5+ years or more of related experience in Private Client/High Net Worth Client Services (Personal Lines preferred).
  • Exceptional computer skills (Microsoft Office Suite - Word, Excel, Outlook, etc.).
  • Ability to prioritize workload according to volume, urgency, and deadlines, etc..
  • Strong organizational skills and high attention to detail.
  • Work collaboratively with others.
  • Ability to be discrete and maintain confidentiality on a wide range of issues.
  • Strong ability to communicate both verbal and written.
  • Resourceful and proactive.

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