HNW Personal Lines Account Manager

Foundation Risk Partners; New Albany (OH); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Medical, vision, and dental benefits

Generous PTO starting at 18 days per year

Résumé du poste

A leading insurance brokerage is seeking a Personal Lines Account Manager in New Albany, Ohio. The role involves handling daily service responsibilities, managing client renewals, and providing claims assistance. Candidates should have over 5 years of personal lines experience, particularly with high net worth clients, and must hold the appropriate P&C licenses. Strong communication and organizational skills are essential, and the job offers comprehensive health benefits and generous PTO.

Qualifications

• 5+ years personal lines experience with a background in HNW client/account management services.
• Must be skilled in negotiating renewal terms and providing client support.
• Experience with HNW clients and various insurance carriers.

Responsabilités

• Facilitate policy change requests and issuance of documents.
• Address client questions regarding premiums and assist with claims.
• Evaluate policy coverages for adequacy and re-market renewals as needed.

Connaissances

Personal lines experience

Client/account management

Strong communication skills

Analytical and organizational skills

Formation

Proper insurance licenses (P&C)

Outils

Applied Systems (EPIC)

Microsoft Office suite

Description du poste

A leading insurance brokerage is seeking a Personal Lines Account Manager in New Albany, Ohio. The role involves handling daily service responsibilities, managing client renewals, and providing claims assistance. Candidates should have over 5 years of personal lines experience, particularly with high net worth clients, and must hold the appropriate P&C licenses. Strong communication and organizational skills are essential, and the job offers comprehensive health benefits and generous PTO.