Insurance Account Manager for Private Clients
7 days ago
The AssuredPartners team is seeking a highly motivated Insurance Account Manager to join our Private Client Group. As an Account Manager, you will work closely with clients and their advisors to deliver exceptional customer service and support. You will be responsible for coordinating the renewal process, organizing client review meetings, and negotiating renewals with carrier partners.
Responsibilities- Perform customer service tasks including policy changes, billing inquiries, and general coverage questions
- Coordinate the renewal process, including submission compilation, scheduling renewal meetings, and marketing negotiation with carriers
- Work with producers during the new business process
- Contribute to improving customer service offerings through unique value-added services
- Provide proactive risk management advice to current clients
- Identify and close potential cross-sell opportunities
This role offers a competitive salary of $85,000, generous paid time off package, health benefits, 401(k) matching, and more.
As a valued member of our team, you will have access to ongoing training and development opportunities, as well as a dynamic and supportive work environment.
Requirements- Technical knowledge of personal lines insurance products
- Aptitude to understand and analyze personal lines coverages, forms, and policies
- Intermediate user of MS Office products, particularly Outlook, Word, Excel
- Exposure to HNW clientele and experience handling middle market or HNW insureds
- Licensed P&C Producer preferred
- Excellent communication skills and ability to adapt to changing priorities
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