Foundation Risk Partners · 17 hours ago

Senior Personal Lines Account Manager - High Net Worth

United States

Full-time

Remote

Senior Level, Lead/Staff

8+ years exp

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Responsibilities

Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.

Address client questions regarding premiums and billing statements

Provide claims counseling and assistance during the claim settlement process

Assist client with completion of applications, risk profile assessments and renewal questionnaires

Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile

Re-market client policy renewals as needed given client need and/or current market conditions

Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums

Prepare re-marketing results and provide a detailed renewal review to discuss with the client

Implement new/renewal program and provide client with detailed evidence of coverage

Cross-sell/upgrade existing coverage and/or present additional coverages as needed

Qualification

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Personal Lines ExperienceHNW Client ManagementInsurance LicensesApplied Systems TAMExcelWordTeamwork Skills

Required

8+ years personal lines experience with a background in HNW client/account management services.

HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE required.

HNW experience with the following required; Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.

Proper insurance licenses.

Experience with Applied Systems TAM, Excel, Word and general computer skills.

Strong communication skills, work well in a team orientated environment and under pressure.

Good leadership, analytical and organizational skills.