Account Manager, Private Client Services for Wholesale Insurance jobs in United States
info-icon
This job has closed.
company-logo

Novatae Risk Group · 2 days ago

Account Manager, Private Client Services for Wholesale Insurance

Novatae Risk Group is seeking a highly motivated individual to join their Private Client Solutions team as an Account Executive. The role involves managing market placement of new and renewal business while contributing to department goals related to growth, profit, and client management.

FinanceFinancial ServicesInsurance

Responsibilities

Evaluate submissions from retail insurance brokers; identifies exposures and coverage required
Identify appropriate markets including in-house program to request quotes from based on coverage requirements
Manage new and renewal books of business
Identify and ask for additional underwriting information needed to quote
Evaluate quotes and contract provisions offered by insurance markets
Maintain cooperative and dependable relationships with retail agencies and brokerages
Demonstrate broad pricing, contract language and necessary details on quotes to retail insurance brokers and discuss any questions and binding of quote with an agent
Work with minimum supervision in completing tasks
Participate, as necessary, on special committees and projects

Qualification

High net worth experiencePersonal lines insuranceWholesale brokerage experienceInsurance licenseMicrosoft Office proficiencyAIM/Imageright experienceClient managementCooperative relationships

Required

Must have 'high net worth' personal lines experience for both the admitted and non-admitted market
5+ years of relevant experience in a personal line's insurance brokerage or underwriting environment
Must be licensed by appropriate state or be able to obtain insurance license within 90 days
Proficient in Microsoft Office including Work, Outlook, and Excel

Preferred

Wholesale brokerage experience preferred
AIM/Imageright experience a plus

Company

Novatae Risk Group

twittertwittertwitter
company-logo
Empire Underwriters (Empire) is a national insurance wholesaler, excess and surplus lines facility, and program manager.

Funding

Current Stage
Early Stage
Company data provided by crunchbase