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Company

Patra Corporation · 3 hours ago

Personal Lines Account Manager - High Net Worth

United States

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

Provide excellent customer service.

Service and manage all aspects of personal lines clients.

Promote growth of existing book through account rounding.

Market when necessary on renewal and new business.

Maintain clients / policies in agency management system.

Manage and coordinate processing of all renewals, evidence of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team.

Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs.

Use analytical and critical thinking in work processes and communication skills.

Maintain a paperless workflow.

Protects confidentiality of information.

Other duties as assigned.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Personal Lines InsuranceHigh Net Worth Carrier ExperienceSurplus Lines ExperienceActive Property & Casualty LicenseAgency Management SystemElectronic Document ManagementMicrosoft OutlookMicrosoft ExcelMicrosoft WordAdobeBilingual (English/Spanish)

Required

3 to 5+ years of Personal Lines Retail Insurance Experience.

High net worth carrier experience required.

Surplus Lines experience required.

Must have excellent professionalism and communication (written/verbal).

Active Property & Casualty Insurance License.

Firm working knowledge of personal lines coverages and services.

Experienced user of Agency Management System and Electronic Document Management.

Be self-starter, creative, and problem solver.

Must be detailed oriented and well organized.

Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe.

Excellent communications and telephone skills a must.

Ability to deliver results to clients through coordinating and managing efforts of others.

Ability to resolve problems independently.

Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available.

MST/PST Hours of Operation.