High Net Worth Personal Lines Account Manager

C. Winchell Agency, Inc.

New Jersey

On-site

USD 90,000 - 130,000

Full time

14 days+

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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.
Handle all new and renewal processes.
Manage an entire book of high net worth business.

Skills

High Net Worth personal insurance expertise

Excellent computer skills

Negotiation skills

Tools

Applied/TAM/EPIC

Job description

High Net Worth Personal Lines Account Manager

Responsibilities:

Superior High Net Worth Account Executive is responsible for staying current on changes in clients lifestyle that impact their risk profile and coverages, conducting annual reviews of clients insurance program, negotiating with carriers on clients behalf, solutions to clients. Handle all new and renewal processes. Must be a pro and be able to handle an entire book of HNW business. Does not have to work with apps or day to day, day to day handled by ResourcePro.

Qualifications/Skills:

Must have valid New York or New Jersey license and a minimum of 5 years prior experience as an account executive with experience in high net worth personal insurance. Excellent computer skills are a must including proficiency in Applied/TAM/EPIC.

Seniority level