Capstone Search Group
High Net Worth Senior Personal Lines Account Manager
Capstone Search Group, Naples, Florida, United States, 33939
About the Role
The
High Net Worth Senior Personal Lines Account Manager
job openings are high-level service positions within a national insurance broker’s thriving private client practice. Available for an insurance professional experienced with servicing high net worth home and auto policies. Here is an overview of the job:Location:
Work alongside tenured PCG colleagues in Naples, Miami, Palm Beach, or Philadelphia. Hybrid schedules are available.Responsibilities:
A client facing role, you serve as an advisor, helping explain coverage, answer questions, and recommending appropriate coverage based on risk exposures.
Gather all renewal information and manage the remarketing process, negotiating and securing quotes from underwriters.Anticipate the client’s needs, providing proactive support and solutions based on their unique risks.Actively pursue new business opportunities through the book of business you service which includes capitalizing on referrals and upselling/cross-selling to expand revenue on existing accounts.
Skills & Experience
Technical proficiency with rate, programs, coverage, exclusions and carriers in Private Client Group personal lines insurance.Familiarity with placing accounts through main carriers like PURE, AIG Private Client, and Chubb.Active P&C insurance license.
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The
High Net Worth Senior Personal Lines Account Manager
job openings are high-level service positions within a national insurance broker’s thriving private client practice. Available for an insurance professional experienced with servicing high net worth home and auto policies. Here is an overview of the job:Location:
Work alongside tenured PCG colleagues in Naples, Miami, Palm Beach, or Philadelphia. Hybrid schedules are available.Responsibilities:
A client facing role, you serve as an advisor, helping explain coverage, answer questions, and recommending appropriate coverage based on risk exposures.
Gather all renewal information and manage the remarketing process, negotiating and securing quotes from underwriters.Anticipate the client’s needs, providing proactive support and solutions based on their unique risks.Actively pursue new business opportunities through the book of business you service which includes capitalizing on referrals and upselling/cross-selling to expand revenue on existing accounts.
Skills & Experience
Technical proficiency with rate, programs, coverage, exclusions and carriers in Private Client Group personal lines insurance.Familiarity with placing accounts through main carriers like PURE, AIG Private Client, and Chubb.Active P&C insurance license.
#J-18808-Ljbffr