Personal Lines High Net Worth Account Manager

Job Description

Primary Responsibilities:


·     Support agency sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures, Standard and High Net Worth Personal Lines


·     Achieve agency account retention goals through proactive account rounding, and up - selling of limits and coverages.


·     Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer


·     Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines


·     Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines


·     Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.


 


·     Review all items to be processed, to insure items were received as ordered.


·     Participate in any special projects at management’s request.


Personal and Organizational Development:


·     Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.


 


·     Maintains a cordial and effective relationship with clients, co- workers, carriers, vendors and other business contacts.


·     Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.


·     Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.


Requirements:  Georgia Property and Casualty Insurance License, three consecutive years working in Personal Insurance product. 


Primary Responsibilities:


·     Support agency sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures, Standard and High Net Worth Personal Lines


·     Achieve agency account retention goals through proactive account rounding, and up - selling of limits and coverages.


·     Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer


·     Maintain client files and ensure proper documentation, by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines


·     Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines


·     Respond to client inquiries, incoming e-mail, mail, and company requests in accordance with agency guidelines.


·     Review all items to be processed, to insure items were received as ordered.


·     Participate in any special projects at management’s request.


Personal and Organizational Development:


·     Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.


·     Maintains a cordial and effective relationship with clients, co- workers, carriers, vendors and other business contacts.


·     Participate in courses for insurance/sales skills. Maintain current knowledge of underwriting requirements of carriers. Keep current with industry trends by reading appropriate journals and company bulletins.


·     Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.


Requirements:  Georgia Property and Casualty Insurance License, three consecutive years working in Personal Insurance product. 


 


 


 


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