Junior High Net Worth Account Manager
Junior High Net Worth Account Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 50000 - 70000
1 Vacancy
Job Description
Job Description
Company: Growing Independent Insurance Agency
Job Title: High Net Worth Junior Account Manager
Location: Westchester County NY (Hybrid 2 days/week in office preferred)
Compensation: $50000 - $70000 per year based on experience
Job Overview:
A well-established independent insurance agency is seeking to add a motivatedHigh Net Worth Junior Account Managerto join their growing team. In this role you will manage a diverse personal lines book of business that includes mostly mid-market carriers/clients with some high worth accounts with a focus on providing exceptional service to clients. This position offers the opportunity to develop your skills in the insurance industry while working closely with seasoned professionals. The ideal candidate has at least two years of experience in personal lines insurance they should be detail-oriented enjoy working collaboratively and be eager to grow within a dynamic and supportive fast paced environment.
Responsibilities:
- Service a book of personal lines insurance accounts ensuring client satisfaction and timely response to inquiries.
- Complete the preparation of quotes proposals and policy summaries helping to ensure accuracy and completeness.
- Collaborate with underwriters producers and internal team members and address client needs efficiently.
- Maintain detailed records and documentation of client interactions updates and transactions in the agencys management system effortlessly.
- Complete client renewals and policy reviews and be able to complete remarketing efforts.
- Facilitate communication with clients regarding coverage explanations policy updates and other service-related inquiries.
Qualifications:
- Licensed P&C insurance professional with at least two years of experience in personal lines insurance. Better if within the high net worth space.
- Strong attention to detail and the ability to manage multiple tasks in a fast-paced environment.
- Excellent communication and interpersonal skills with a customer-focused mindset.
- Familiarity with insurance carriers such as Chubb PURE AIG Berkley Hanover Safeco and Travelers are a plus.
- Experience with the EPIC agency management system is advantageous.
- Self-motivated and eager to learn with a desire to advance in handling larger accounts within the agency.
#LI-JL1
Required Experience:
Manager
Employment Type
Full-Time
