Private Client Select · 21 hours ago
Platinum Accounts Director
United States
Full-time
Remote
Lead/Staff, Director/Executive
15+ years exp
Maximize your interview chancesAuto InsuranceFinancial Services
Insider Connection @Private Client Select
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Provide exceptional policyholder service to large accounts
Coordinate all Risk Management inspections and service activity
Work with Claims to meet policyholder expectations; act as a liaison for policyholder, broker and client representative for all PCS activity
Conduct new business and renewal proposals
Coordinate and complete Risk Management inspections associated with assigned Platinum Accounts.
Attend Underwriting proposal meetings and renewal meetings on assigned Platinum Accounts.
Conduct prospective inspections to facilitate the writing of homes in excess of $10M or to secure a potential large account
Conduct inspections on non-Platinum accounts with Coverage A amounts above $10M.
Deliver loss prevention advice that encompasses the exposures of the entire account and all homes.
Complete a comprehensive report that addresses the complexity of the risk and specific elements that impact the high cost per square foot, that clearly defines the assessment of the risk, provides engineering requirements to improve the risk and provides detail about the account to support underwriting decisions and pricing.
Identify and communicate cross sell and up sell opportunities and follow up with the agent and the Underwriter to determine the best way to pursue the additional business.
Provide information to the client on applicable loss prevention services such as Wildfire Defense Systems, Art Services, background checks, etc.
Act as client advocate during the Claims process and communicate with Claims frequently during adjustment.
Build out our loss prevention vendor network and maintain the relationships.
Travel on an as needed basis, approx. 40%-50% of the month (including overnight).
Participate in broker presentations.
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.
Required
Bachelor’s degree (or equivalent work experience)
At least 15 years of High Net Worth Risk Management experience
Strong knowledge of underwriting concepts, practices and procedures
Experience in: construction, architecture, real estate and/or insurance
Must be well-organized and have the ability to work independently as to 'own' their book of business
Excellent organizational skills and ability to handle multiple tasks in a high-volume, fast-paced environment
Detail-oriented with demonstrated ability to self-direct, prioritize work and meet deadlines; highly motivated and results oriented
Flexibility and adaptability to changing workflows and embracing new ideas
Takes initiative on projects and assignments, seeks alternate solutions when necessary
The ability to conduct inspections and produce a superior product on homes in excess of $10M in value
Company
Private Client Select
Private Client Select offers property insurance, auto insurance, financial services, and risk management services.
Founded in 2023Berkeley Heights, New Jersey, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Garamoni
Chief Financial Officer
Chris Donahue
Chief Underwriting Officer
Company data provided by crunchbase
