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Accounting / Finance / Accounting / Finance

AssuredPartners Hiring for Private Client Personal Lines Account Manager Full Time

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Overview:

The Private Client Account Manager is responsible for providing sales support at the direction of the Producer or Account Executive. This position includes assisting in selling and marketing in coordination with all Agency personnel involved in the new or existing business (this is not a direct sales role). In addition, the Account Manager provides customer service by handling the day-to-day operations of Private Clients’ insurance needs. The Account Representative will work with the Producer and Account Executive to design and recommend proper insurance and risk management services to clients.

Salary range: $65,000 to $75,000

The Ideal Candidate
  • You have a customer service mentality and can communicate and problem-solve for internal and external stakeholders
  • High level of Customer Service and Communication skills.
  • Taking the initiative to get work done is just how you operate.
  • You are a team player and want to work with a great group of people
If this sounds like you, we invite you to keep reading and apply!

Responsibilities:


Responsibilities:
  • Responds to client requests for policy changes, billing inquiries, and coverage verification. Ensures that these items are given to the client promptly.
  • Maintains follow-up and suspense files on outstanding orders, correspondence, claims, and renewal expirations. Completes overdue and suspense items.
  • Secures documentation needed to be retained by the agency, including signed applications, replacement cost estimates, rejection of coverage, and confirmation of orders.
  • Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals. Compares coverage forms with review by the Account Executive if needed.
  • Prepares Renewal Questionnaires for clients, including follow-up on responses received.
  • Reconciles accounting discrepancies. Involves the Producer when necessary. Follows up on aged trial balances.
  • Secures Lost Policy Releases and follows through to policy cancellation.
  • Other duties as assigned.
  • Travel is expected to be 10% in this role.

Qualifications:


Qualifications:
  • Five years of Personal Lines Insurance Experience required
  • 1-2 years of Private Client/High Net Worth experience required
  • Property & Casualty License preferred.
  • Strong organization and communication skills required
  • Strong Customer Service skills are required.
  • Tech savvy; ability to navigate multiple systems including Agency Management Software; Intermediate skills in Microsoft Office products

Grow, with us:

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day. Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!

Job Overview

  • ID: 300208
  • Date Posted:
  • Job Title: AssuredPartners Hiring for Private Client Personal Lines Account Manager