Responsibilities

• Build, manage, and strengthen relationships with clients by understanding and addressing their personal insurance needs.
• Provide advisory services and tailored solutions for both high-net-worth and standard personal lines clients.
• Market, quote, and place personal lines policies, ensuring recommendations align with each client’s goals and coverage requirements.
• Analyze insurance policies, endorsements, and renewals to ensure accuracy, adequate coverage, and compliance with company and industry standards.
• Act as a trusted advocate for clients during claims, providing support and working with adjusters, underwriters, and providers to ensure timely and satisfactory resolutions.
• Collaborate with insurance carriers to negotiate pricing, manage renewals, and design package solutions that best fit client needs.
• Stay up to date with market trends, insurance products, and regulatory requirements to ensure clients are offered the best options and remain well-informed.
• Proactively identify cross-selling and up-selling opportunities, contributing to team and organizational growth.
• Assist in mentoring junior staff and fostering a positive, collaborative workplace.

Qualifications

• Strong knowledge of personal lines insurance policies, underwriting guidelines, and compliance regulations.
• Exceptional interpersonal and communication skills with the ability to build meaningful client relationships.
• Detail-oriented with excellent organizational and analytical skills.
• Proficiency with insurance-related software, CRM tools, and Microsoft Office Suite.
• Valid 2-20 Insurance License
• Ability to thrive in a collaborative and fast-paced environment while managing multiple priorities.

Preferred Qualifications:

• Previous experience as an Account Executive or Account Manager
• Familiarity with high-net-worth clientele and premium coverage options.
• Professional insurance designations, such as CIC, CISR, or CPRIA, are highly desirable.

 

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