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Private Client Account Manager

2 months ago

Indianapolis, United States McGowan Insurance Group Full time
Job DescriptionJob Description

About Us

McGowan Insurance Group has a concentrated geographic footprint in the Indianapolis, IN area with a diverse offering of property and casualty, commercial and personal lines, bonding, and employee benefits, along with the value-added benefits in regulatory compliance and advisory services. We are a family-owned insurance agency which enables us to have a management structure that attracts and retains our industry’s finest. We are service-driven experts in insurance. We look for value-added services and our advisors to provide our clients with resources to protect their businesses.

The culture at McGowan is the backbone of our success. Our deep roots in the community play a major role in our long-standing relationships. We’ve set the precedent on community relations. Giving back to a place that’s given so much to McGowan is a top priority for us.

Our employees create an atmosphere to succeed every single day. We deliver results and are driven by passion. We demand a better future for ourselves, our clients and our communities. At McGowan, we’re passionate about our potential and believe everyone should have the tools to reach theirs.

Private Client Account Manager (High Net Worth)

Job Summary: 

Day-to-day maintenance and servicing of assigned high-net-worth personal lines accounts, including but not limited to:

  • Maintaining a high level of customer service and satisfaction
  • Marketing & placement of renewal accounts as appropriate
  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary customer service 

Job Description:

  • Support Producers’ sales efforts by handling accounts once bound.
  • Perform annual reviews and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from customers.
  • Maintain customer files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
  • Maintain control of renewal expiration lists, binders, and any aged receivables in accordance with agency guidelines.
  • Respond to customer inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.
  • Review all items to be processed, to ensure items were received as ordered.
  • Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.
  • Participate in any special projects at management’s request.

Qualifications:

  • Indiana Property and Casualty License  
  • Experience managing a High-Net-Worth Private Client book of business
  • Thorough knowledge of brokerage operations including procedures and applicable insurance laws/codes 
  • Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Microsoft Office Suite, agency management system software (preferably AMS360), carrier proprietary systems, and phone systems 
  • Excellent time management, organizational and verbal and written communication skills
  • Exhibits a confident demeanor and genuine friendliness
  • High degree of self-motivation and self-direction
  • Keen attention to detail
  • Confidentiality of financial, employee, and customer information
  • Must be able to work with occasional instruction and supervision

Hours: Monday-Friday, 8:00am to 5:00pm (Hybrid Work Schedule)

Office Location: 355 Indiana Avenue, Suite 200, Indianapolis, IN 46204 (Open to any McGowan Insurance Group office location in Indiana)

Benefits:

  • Competitive Salary
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • 401(k)
  • Paid time off
  • Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.