Role OverviewThe High Net Worth Personal Lines Senior Account Manager is responsible for managing the insurance portfolios of high-net-worth clients. The individual in this position must have a deep understanding of personal insurance products tailored to affluent clients, exceptional customer service skills, and the ability to manage complex and high-value assets.
What You Will Do
Serves as a client advocate and primary point of contact, Manages and maintains relationships with high-net-worth clients. Assesses clients' unique insurance needs and designs tailored coverage options for luxury homes, vehicles, jewelry, fine art, and other high-value assets.
Why It Might Be a Fit
A Property and Casualty License from state of domicile is required and must be maintained. CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus. High School Diploma or equivalent required. Four-year degree in Business, Finance, or related field preferred.
Requirements
- Property and Casualty License from state of domicile
- CPCU and/or Certified Insurance Counselor (CIC) Designations
- High School Diploma or equivalent
- Four-year degree in Business, Finance, or related field
- Minimum 7 years' experience in personal lines insurance
- Comprehensive knowledge of personal insurance products
- Experience managing insurance portfolios for high-net-worth clients
- Experience with complex insurance products, risk management strategies, and claims handling
- Strong analytical and mathematical skills
- Excellent PowerPoint and presentation skills
- In-depth understanding of all aspects of personal lines of coverage
- Excellent written and verbal communications skills
- Advanced skills in Microsoft Office
- Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Benefits
- Competitive pay
- Family health and wellness programs
- 401K
- Employee assistance programs
- Paid time off
- Paid holidays
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