Personal Lines Account Director
3 weeks ago
Hire Right Recruiting is seeking a Policy Solutions Specialist to help us deliver exceptional service to our clients.
The successful candidate will have a strong background in Personal Lines Insurance and be able to build and maintain relationships with high net worth clients.
Key Responsibilities:
- Analyze client risk profiles and develop targeted insurance solutions.
- Prepare and present renewal proposals to clients, ensuring alignment with their needs and expectations.
- Manage policy administration, including the issuance of binders, policies, and endorsements, maintaining accuracy and compliance with regulatory requirements.
- Communicate effectively with clients and carriers to ensure seamless policy transactions.
- Manage client accounts receivables and resolve any billing concerns promptly.
- Maintain detailed records of client interactions and policy transactions using the agency management system.
Requirements:
- At least 3 years of experience in Personal Lines Insurance required.
- Experience working with high net worth clients is essential.
- Must hold an appropriate P&C License. Professional designations such as CPCU, CIC, CISR, etc., are desirable.
- Strong knowledge and experience with Adobe and Microsoft Office suite (Teams, Outlook, Word, and Excel) is necessary.
Compensation:
- Salary range: $65,000 - $85,000 per annum, based on experience.
- Benefits package includes health insurance, retirement plan, and paid time off.
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Insurance Account Manager
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