HNW Personal Lines Account Manager

1 month ago

San Diego, United States The Agency Recruiting Full time
Job Description

This is a remote position.

The position will provide top quality and timely assistance to ensure accuracy and client satisfaction and will be responsible for but not limited to the below listed responsibilities, as well as to assist in handling miscellaneous activities as needed in the day-to-day operation.

  • Reviews client exposures, loss experience and current coverage and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advice and counsel on complex risks.
  • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions in a timely manner.
  • Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.
  • Responsible for quoting new lines of business.
  • Understands, introduces, and leverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements.
  • Conduct client renewal reviews.
  • Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.
  • Communicates client’s risk solution and binding instructions to carriers.
  • Accountable for client retention through delivery of exceptional client service.
  • Provide a high level of client service on a daily basis.


Requirements


  • High School Diploma required / College Degree preferred
  • 3+ years or more of related experience in Private Client/High Net Worth Client Services.
  • Exceptional computer skills (Microsoft Office Suite –Word, Excel, Outlook, etc.)
  • Ability to prioritize workload according to volume, urgency, and deadlines, etc.
  • Strong organizational skills and high attention to detail
  • Work collaboratively with others
  • Ability to be discrete and maintain confidentiality on a wide range of issues
  • Strong ability to communicate both verbal and written
  • Resourceful and proactive


Benefits

  • 401(k)

  • 401(k) matching

  • Dental insurance

  • Flexible spending account

  • Health insurance

  • Life insurance

  • Paid time off

  • Parental leave

  • Vision insurance
Please apply for full benefit disclosure

Requirements
State-issued insurance license, including life and health. Strong interpersonal and sales skills. Effective communication and empathy when discussing sensitive topics. Ability to work independently and provide personalized service. A high school diploma or equivalent (Bachelor's degree preferred).

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