Personal Lines Account Manager - High Net Worth
- Employer
- Capstone Search Group
- Location
- Remote within Central or Western US
- Salary
- $75k+
- Posted
- Jun 20, 2022
- Closes
- Jul 20, 2022
- Ref
- MNN8945
- Category
- Customer Service
- Job Type
- Full Time
- Career Level
- Experienced (Non-Manager)
About the Role
As Personal Lines Account Manager- High Net Worth, you join a fast-paced group handling High Net Worth policies from A-to-Z for one of the largest insurance brokers in the country. The ideal profile is someone with 3+ years of personal lines insurance experience with proficiency in servicing private client group accounts.
Duties & Responsibilities
Keys to your success include:
- Assume leadership over all front line communication with clients about existing policies and programs to include in-force coverage (and changes to), exclusions and exposures, accounting/billing issues, and renewal preparation.
- Review all communication including summaries and binders to and from the agency and insurance company prior to delivery to the client.
- Attend client meetings as needed.
Skills & Experience
- At least three (3) years of insurance experience servicing personal lines policies (home and auto) policies. Prior work with private client policies and insurance carriers is required.
- State insurance license.
Job Specs
Location: Open to remote, work-from-home applicants in the West Coast, Southwest, Mountain West, and Central States (west of the Mississippi).