VIP Personal Lines Account Manager

SWBC; United States; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation package

Work/Life balance

401(k) retirement plans

Career growth opportunities

Continuing education

Job summary

SWBC is seeking a talented professional to meet with high-net-worth clients, review their personal insurance accounts, and provide prompt, accurate service. The role involves maintaining accounts by ongoing communication with clients and collaborating with producers to grow VIP client business.

This position emphasizes evaluating, classifying, and quoting policies in coordination with multiple carriers, while delivering superior client experiences and maintaining comprehensive files.

Qualifications

• VIP client personal lines experience preferred.
• Licensed in General Insurance and professional designations (CISR, CIC).
• Strong knowledge of insurance forms, coverage, and rating.

Responsibilities

• Provide information, rates, and quotes for VIP personal lines policies.
• Review renewal requests and endorsements for accuracy and adherence to guidelines.
• Maintain complete, accurate files on every customer account and process data.
• Assist and train other Customer Service Representatives as requested.
• Maintain up-to-date knowledge on rating systems, forms, and coverage changes.

Skills

VIP client management

Analytical skills

Interpersonal skills

Education

High School Diploma

General Insurance license

CISR

CIC

Tools

MS Word

Excel

PC skills

Job description

SWBC is seeking a talented professional to meet with high-net-worth clients, review their personal insurance accounts, and provide prompt, accurate service. The role involves maintaining accounts by ongoing communication with clients and collaborating with producers to grow VIP client business.

This position emphasizes evaluating, classifying, and quoting policies in coordination with multiple carriers, while delivering superior client experiences and maintaining comprehensive files.