System Search · 2 months ago
High-Net-Worth Account Manager
California, United States
Full-time
Onsite
Mid LevelSystem Search is currently recruiting for Personal Lines Account Managers with High-Net-Worth experience. The role involves providing exceptional service to high-net-worth clients, managing client accounts, and resolving complex service issues while adhering to best practices.
EmploymentHuman ResourcesRecruitingStaffing Agency
Responsibilities
Provides high-class service to high-net-worth and affluent Personal Lines Insurance Clientele
Works closely with producers, brokers, and other Company personnel on all aspects of client service, marketing, and renewals while adhering to Company best practices and standard procedures
Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
Acquires understanding of clients’ insurance objectives, critically analyzes and compares insurance plans to determine suitability
Stays abreast of changes in the insurance industry and other external conditions that may impact their clients
Makes appropriate recommendations to clients in response to those changes independent of manager approval
Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve
Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals
Manages, organizes, and conducts client meetings, virtually or in-person, when necessary
Appropriately documents conversations with clients and carrier representatives and updates all Company computer systems and automated agency management systems when necessary
Qualification
Required
Heavy High-Net-Worth Account Management experience in Personal Lines Insurance
Current Property & Casualty Insurance License
Knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
Strong written and verbal communication skills with exceptional organization skills
Proficient computer skills – Excel, PowerPoint, Word
Preferred
Brokerage experience
Company
System Search
System Search provides insurance policy research, lost policy searches, and claims/underwriting file retrieval services.
Founded in 1983
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase