Account Manager, Private Client Services for Wholesale Insurance

Novatae Risk Group; Tampa (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services firm in Tampa is seeking a highly motivated Account Executive to join their Private Client Solutions team. The ideal candidate will manage the market placement of new and renewal business while evaluating insurance submissions and collaborating with retail brokers. This role requires at least 5 years of experience in a personal lines insurance environment and a strong understanding of contract provisions and pricing. We celebrate diversity and are an equal opportunity workplace.

Qualifications

• 5+ years of relevant experience in the personal lines insurance brokerage or underwriting environment.
• Must have the ability to work with minimum supervision.
• Must be licensed by the appropriate state or be able to obtain insurance license within 90 days.

Responsibilities

• Manage market placement of new and renewal business.
• Evaluate submissions from retail insurance brokers.
• Identify appropriate markets and request quotes based on coverage requirements.

Skills

High net worth personal lines experience

Excellent pricing and contract language understanding

Proficient in Microsoft Office

Tools

Microsoft Office

AIM/Imageright

Job description

We are seeking a highly motivated individual to join our Private Client Solutions team as an Account Executive. Utilizing your exceptional skills and talents, we will rely on you to help manage market placement of new and renewal business.
You will contribute to the achievement of department goals relating to growth, profit, renewal retention, and producer/client management and service.

Qualifications:

• 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

Requirements:

• 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
• Wholesale brokerage experience preferred
• 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
• AIM/Imageright experience a plus

Equal Employment Opportunity
At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.