Insurance Professional

3 weeks ago


West Palm Beach, Florida, United States Capstone Search Group Full time

About the Role

The Senior Personal Lines Account Manager is a high-level service position within a national insurance broker's thriving private client practice. The job requires an insurance professional experienced with servicing high net worth home and auto policies. We are seeking a candidate who can provide exceptional customer service, advise on coverage, and recommend appropriate coverage based on risk exposures.

  • Responsibilities:
  • Gather all renewal information and manage the remarketing process, negotiating and securing quotes from underwriters.
  • Anticipate the client's needs, providing proactive support and solutions based on their unique risks.
  • Actively pursue new business opportunities through the book of business you service which includes capitalizing on referrals and upselling/cross-selling to expand revenue on existing accounts.

Technical Requirements:

  1. Technical proficiency with rate, programs, coverage, exclusions and carriers in Private Client Group personal lines insurance.
  2. Familiarity with placing accounts through main carriers like PURE, AIG Private Client, and Chubb.
  3. Active P&C insurance license.

Compensation: $80,000 - $120,000 per year, depending on experience, with a guaranteed minimum salary increase of 10% after one year.



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