High Net Worth Associate Account Executive
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description
High Net Worth Associate Account Manager
Job Summary
A growing independent insurance agency is seeking a High Net Worth Associate Account Manager to support a private client team. This role is ideal for an experienced insurance professional with exceptional attention to detail and a strong commitment to accuracy. The position plays a key role in maintaining precise client records delivering error-free work and supporting time-sensitive and complex account activity. Success requires full accountability for quality and accuracy from initiation through completion.
Responsibilities
- Process endorsements that do not require underwriting approval
- Generate and maintain updated summaries of insurance for high-value accounts
- Assist with detailed insurance reviews by identifying discrepancies missing information or inconsistencies and elevating findings appropriately
- Prepare endorsement quotes
- Retrieve inspections from carrier websites attach documentation in agency management software and flag items requiring immediate attention
- Enter manually processed or non-download policy renewals and endorsements into agency management software including full-term premium updates
- Generate and process loss payee requests
- Handle mortgagee requests including refinances HELOCs and coverage verifications
- Issue certificates of insurance for landlords and property management companies
- Assist with billing inquiries and payment processing
- Issue ID cards and binders for existing auto policies
- Process vehicle changes to auto and umbrella policies including driver reassignments to help optimize premium when appropriate
- Follow up on documentation for new vehicles to confirm proper valuation and applicable safety feature credits
- Review daily downloads related to endorsements and update agency management software records as needed
- Support special projects as assigned
Qualifications/Requirements
- 5 years of insurance experience preferably within High Net Worth or Private Client lines
- Holds an active P&C (Property and Casualty) insurance license
- Proficiency in Microsoft Office Adobe and DocuSign
- Experience with agency management software; AMS360 experience preferred
- Familiarity with high-net-worth carrier portals such as Chubb PURE Insurance The Cincinnati Insurance Companies Berkley One AIG Private Client Group and Vault preferred
- Advanced computer literacy and technical proficiency
- Strong organizational and time management skills
- Excellent written and verbal communication skills
Key Skills
- Exceptional attention to detail and ability to identify subtle discrepancies
- Strong team orientation with the ability to work independently
- Effective problem-solving abilities
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Comfortable performing repetitive tasks that require sustained focus
- Ability to follow detailed procedures with consistency and accuracy
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
IC
Key Skills
- Network security
- Active Directory
- VMware
- Access Points
- LAN
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- Windows
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- Internet
- VPN
- Troubleshoot
- Setup
- hardware
- Technical Support
About Company
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