Personal Lines High Net Worth Account Manager

6 months ago

Bluffton, United States McGriff Insurance Services Full time

ESSENTIAL DUTIES AND RESPONSIBILITIES


Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1.Build and maintain key client and carrier relationships by phone, email and in person.
2.Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem solving, upon request.
3.Continually seek cross-sell opportunities and suggest new lines of coverage.
4.Work with producer to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage to clients.
5.Meet with clients and/or producers to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options. Negotiate terms and pricing with carriers based on overall risk.
6.Prepare marketing information or provide required information to Client Center marketing person. Once marketing options have been prepared, present the options to the client, as requested.
7.Formulate a plan with producer to conduct account management visits with assigned clients to review renewal decisions and address any issues.
8.Provide administrative support on other tasks, such as assigned special projects and development of new ideas/services, as requested. Make recommendations, as necessary, to meet a need, correct a problem or provide additional service.
9.Coordinate Salesforce review and documentation.
10.Proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow up in Agency Management System. Also, understand how to use the system to acquire information to assist clients.
11.Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
12. Mentor Account Managers I, II and Customer Service , if applicable.

QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor's degree or equivalent education and related training
2. Five years of relevant insurance industry experience
3. Appropriate insurance license - Property & Casualty
4. Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems
5. Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale
6. Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite
7. Ability to travel, occasionally overnight

Preferred Qualifications:
1. Advanced degree
2. Certification in field of endeavor
3. Experience with Excess and Surplus lines

4. High Net Worth coastal experience

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

  • Personal Lines Account Manager

    2 weeks ago

    Bluffton, United States McGriff Insurance Broker Full time

    Build and maintain key client and carrier relationships by phone, email and in person .. Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals .. Lead the client service team Account Manager, Manager, Producer, Personal, Client Service, Business Services, Account

  • Insurance Account Manager

    4 weeks ago

    Bluffton, South Carolina, United States HUB International Full time

    About HUB International:HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.With over 18,000 employees in 500+ offices throughout North America, HUB has grown...

  • Insurance Account Manager

    4 weeks ago

    Bluffton, United States McGriff Insurance Services Full time

    Job OverviewAs an Insurance Account Manager at McGriff Insurance Services, you will play a key role in building and maintaining strong relationships with clients and carriers. Your primary responsibility will be to independently market smaller and/or less complex accounts, exercising independent decisions relating to client analysis of coverage, recommending...

  • Sales Account Manager

    2 months ago

    Bluffton, United States Venteon Full time

    SALES ACCOUNT MANAGER - BLUFFTON, INDIANAA Leading Manufacturing Company in Bluffton, Indiana needs a Sales Account Manager. This is a Full Time, Permanent, Direct Hire Position offering Competitive Compensation, Bonus Potential, Good Benefits, Paid Holidays & Paid Vacation.RESPONSIBILITIES:• Working with the President through strategic and business...

  • Line Cook Position

    4 weeks ago

    Bluffton, South Carolina, United States COLLETON RIVER PLANTATION CLUB, INC. Full time

    Job Title: Line CookWe are seeking a skilled Line Cook to join our culinary team at Colleton River Club, INC. The ideal candidate will have a passion for delivering exceptional food and service to our members and guests.Responsibilities:Prepare and cook food to the highest standards of quality and presentation.Work effectively in a fast-paced kitchen...

  • Account Manager

    3 weeks ago

    Bluffton, United States Venteon Full time

    SALES ACCOUNT MANAGER - BLUFFTON, INDIANA A Leading Manufacturing Company in Bluffton, Indiana needs a Sales Account Manager. This is a Full Time, Permanent, Direct Hire Position offering Competitive Compensation, Bonus Potential, Good Benefits, Paid Holidays & Paid Vacation. RESPONSIBILITIES: Working with the President through strategic and business...

  • Account Manager

    3 weeks ago

    Bluffton, United States Venteon Full time

    SALES ACCOUNT MANAGER - BLUFFTON, INDIANA A Leading Manufacturing Company in Bluffton, Indiana needs a Sales Account Manager. This is a Full Time, Permanent, Direct Hire Position offering Competitive Compensation, Bonus Potential, Good Benefits, Paid Holidays & Paid Vacation. RESPONSIBILITIES: Working with the President through strategic and...

  • Account Manager

    3 weeks ago

    Bluffton, United States Venteon Full time

    SALES ACCOUNT MANAGER - BLUFFTON, INDIANA A Leading Manufacturing Company in Bluffton, Indiana needs a Sales Account Manager. This is a Full Time, Permanent, Direct Hire Position offering Competitive Compensation, Bonus Potential, Good Benefits, Paid Holidays & Paid Vacation. RESPONSIBILITIES: Working with the President through strategic and...

  • Account Manager

    6 months ago

    Bluffton, United States brightview.com Full time

    At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. Were looking for an Account Manager. Can you picture yourself here? Heres what youd do: Youd be the primary contact for your clients, building long-term...

  • Account Manager

    1 week ago

    Bluffton, United States brightview.com Full time

    At BrightView, the best teams are created and maintained here. If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest. Were looking for an Account Manager. Can you picture yourself here? Heres what youd do: Youd be the primary contact for your clients, building long-term...

  • Account Manager

    6 months ago

    Bluffton, United States BrightView Landscapes Full time

    Description At BrightView, the best teams are created and maintained here.  If you are searching for your next fulfilling career, picture yourself on a best-in-class team where you can grow to be your brightest.  We’re looking for an Account Manager. Can you picture yourself here?Here’s what you’d do:You’d be the primary contact for your clients,...

  • Strategic Account Executive

    4 weeks ago

    Bluffton, South Carolina, United States HUB International Full time

    About HUB International:HUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.With over 18,000 employees in 500+ offices throughout North America, HUB has grown...

  • Account Manager Trainee

    1 week ago

    Bluffton, United States ECI Management Full time

    Ethereal Consulting is looking for our next Account Manager Trainee to join our rapidly expanding Customer Service and Sales Team in the Fort Wayne area! We are seeking a goal-oriented, determined, and self-starting individual who can add to our team and the overall growth of the company. Being trained in a variety of different departments across multiple...

  • Account Manager

    3 weeks ago

    Bluffton, United States Interstate Building MTC, Inc. Full time

    Job Type Full-time Description Family-owned since 1988, Interstate continues to be driven by our long-standing dedication to advancing the careers and talents of our team. We embrace a culture of recognition by rewarding exceptional employee performance and frequently promoting from within. As a fast growing national janitorial and maintenance company, we...

  • Account Manager

    3 weeks ago

    Bluffton, United States Interstate Building MTC, Inc. Full time

    Job Type Full-time Description Family-owned since 1988, Interstate continues to be driven by our long-standing dedication to advancing the careers and talents of our team. We embrace a culture of recognition by rewarding exceptional employee performance and frequently promoting from within. As a fast growing national janitorial and maintenance company, we...

  • Account Manager

    3 weeks ago

    Bluffton, United States Interstate Building MTC, Inc. Full time

    Job Type Full-time Description Family-owned since 1988, Interstate continues to be driven by our long-standing dedication to advancing the careers and talents of our team. We embrace a culture of recognition by rewarding exceptional employee performance and frequently promoting from within. As a fast growing national janitorial and maintenance company, we...

  • Account Manager

    3 weeks ago

    Bluffton, United States Interstate Building MTC, Inc. Full time

    Job Type Full-timeDescriptionFamily-owned since 1988, Interstate continues to be driven by our long-standing dedication to advancing the careers and talents of our team. We embrace a culture of recognition by rewarding exceptional employee performance and frequently promoting from within. As a fast growing national janitorial and maintenance company, we are...

  • Sales Account Manager

    3 weeks ago

    Bluffton, IN, United States Venteon Full time

    SALES ACCOUNT MANAGER - BLUFFTON, INDIANAA Leading Manufacturing Company in Bluffton, Indiana needs a Sales Account Manager. This is a Full Time, Permanent, Direct Hire Position offering Competitive Compensation, Bonus Potential, Good Benefits, Paid Holidays & Paid Vacation.RESPONSIBILITIES:• Working with the President through strategic and business...

  • Accounts Payable Clerk

    2 months ago

    Bluffton, United States D.R. Horton, Inc Full time

    Description D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high-quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for...

  • Registered Nurse High Risk Perinatal

    3 weeks ago

    Bluffton, United States Memorial Health University Medical Center Full time

    Description IntroductionDo you want to be appreciated daily? Our nurses are celebrated for being on the front line, empathetic for patients. At Memorial Health University Medical Center our nurses set us apart from any other healthcare provider. We are seeking a(an) Registered Nurse High Risk Perinatal to join our healthcare family.BenefitsMemorial Health...