High Net Worth Associate Account Manager
High Net Worth Associate Account Manager
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1 Vacancy
Job Description
Job Description
Our National Client is looking for an Associate High Net Worth Account Manager. Please see qualifications below:
Must have current insurance experience and hold a P&C license.
Position Summary:
This position involves day-to-day responsibilities that require independent judgment and discretion while supporting a book of business and contributing to the departments ongoing success.
Essential Functions & Basic Duties:
(This job specification may not include all the duties listed nor do the examples cover all the duties that may be performed.)
- Update existing accounts.
- Speak directly with clients and carriers.
- Initiate and create comparative spreadsheets summaries of insurance and proposals.
- Quoting on all lines of business from carrier websites.
- Maintain integrity of system activities and client detail.
- Adherence compliance and full utilization of all technology tools (i.e. EPIC Outlook etc).
- Work collaboratively with producers account executives clients and the SterlingRisk Personal Lines team to service existing and new accounts.
- Collaborate with and manage the day-to-day servicing needs of the account executive.
- Issuance of binder ID card certificates evidence of property & cancellation requests.
- Help prepare and coordinate market presentations for Personal Lines clients.
- Manage follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedure.
- Determine appropriate billing processes in accordance with departmental guidelines and make decisions supporting best practices after considering such guidelines.
- Monitor renewal dashboard for account executive.
- Proper coding into EPIC of non-renewals cancellations re-writes etc.
- Process insured producer and carrier requests.
- Correspond with clients and carriers; evaluate courses of action as needed; make appropriate decisions in accordance with best practices of SterlingRisk.
- Order updated renewal information.
- Respond directly to or refer insured and underwriters questions.
- Manage direct bill procedures (not including agency bill) dealing directly with clients on all billing issues.
- Process credit card and checking account payments as well as EFT payments for clients.
- Ensure all renewal information in EPIC correctly reflects renewal issued by carrier.
- Process endorsements including endorsement checking and accurate download into EPIC.
- Follow up on broker of record.
- Compliance with carrier Underwriting Guidelines.
- Read flood elevation certificates and wind mitigation forms.
- Quote and run flood determination reports as well as other carrier quoting (auto home vac umbrella and flood).
- Run MVR and CLUE reports completing applications and obtaining requirements from the carrier to obtain a quote.
- Prepare all required client signatures via electronic signature.
- Complete all required surplus lines documents to underwriting for binding.
Supervisory Duties:
- Not applicable for this position
Knowledge Skills & Abilities:
- Proficiency with Outlook Excel Word and Docu-sign
- Experience with EPIC or Applied preferred
- Personal Lines related product knowledge
- Strong oral and written communication skills
- Ability to work directly and efficiently with clients
- Ability to work well under pressure
- Ability to work independently and in a team environment
- Strong presentation skills
- Detail oriented with strong organizational skills
Education and Work Experience:
- Minimum two-year college degree preferred
- Minimum of 3 years insurance experience in Personal Lines
- Property & Casualty Brokers License
#LI-JL1
Required Experience:
Manager
Employment Type
Full-Time
