Elite HNW Personal Lines Account Manager

C. Winchell Agency, Inc.; New Jersey; On-site; USD 90,000 - 130,000; Full time

Job summary

A leading insurance agency in New Jersey is seeking a High Net Worth Personal Lines Account Manager to manage a portfolio of high net worth clients. The role involves conducting annual reviews, negotiating with carriers, and overseeing all new and renewal processes. Candidates should have a valid license in New York or New Jersey and a minimum of 5 years in high net worth personal insurance. Excellent computer skills, including proficiency in Applied/TAM/EPIC, are essential.

Qualifications

• Minimum 5 years prior experience as an account executive in high net worth personal insurance.
• Valid New York or New Jersey license required.

Responsibilities

• Conduct annual reviews of clients' insurance programs.
• Negotiate with carriers on clients' behalf.
• Handle all new and renewal processes for high net worth accounts.

Skills

High Net Worth personal insurance expertise

Excellent computer skills

Negotiation skills

Tools

Applied/TAM/EPIC

Job description

A leading insurance agency in New Jersey is seeking a High Net Worth Personal Lines Account Manager to manage a portfolio of high net worth clients. The role involves conducting annual reviews, negotiating with carriers, and overseeing all new and renewal processes. Candidates should have a valid license in New York or New Jersey and a minimum of 5 years in high net worth personal insurance. Excellent computer skills, including proficiency in Applied/TAM/EPIC, are essential.