Personal Lines HNW Account Manager (20437) job in Lighthouse Point

Questpro is partnered with a well-established and highly respected independent insurance agency that is adding a Personal Lines HNW Account Manager to the team.

This position is fully in-office with some WFH flexibility - located at Lighthouse Point, FL near Boca Raton.

*Relocation assistance available!*

Competitive salary!

Highly collaborative, warm, friendly team and management!

Lots of growth opportunities!

19 days of PTO!

Agency contributes $520/month towards employee health plan!

Responsibilities:

Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

Provides professional, courteous service to our High-Net-Worth clients, carrier representatives, underwriters, business partners, and BGS colleagues, resulting in a rate of account retention that meets or exceeds expectations

Handles account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible

Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability

Stays abreast of changes in the insurance industry and other external conditions that may impact their clients; makes appropriate recommendations to clients in response to those changes independent of manager approval

Provides service and cross-sells account products for clients in the High-Net-Worth marketplace

Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve; may also negotiate with underwriters and carriers

Troubleshoots claims and billing issues

Responsible for overall retention of accounts in assigned book of business

Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals; identifies and follows-up on cross-selling opportunities when appropriate

Manages, organizes, and conducts client meetings when necessary

Appropriately documents conversations with clients and carrier representatives and updates all BGS computer systems and automated agency management systems when necessary; ensures the accuracy of data in those systems

Prepares reports for management as required

Attends industry related continuing education training and courses

Desired Skills and Experience:

At least 3 years of experience and demonstrated proficiency in an insurance agency Account Management role

Experience working in the High-Net-Worth marketplace

High School diploma or equivalent required, though college degree preferred

Currently licensed in good standing with a Florida 2-20 insurance license

Current with all necessary CE credits in required lines and in Florida

Excellent written and verbal communications skills

Superior customer service and problem-solving skills

Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management system(s)

Ability to work in a team environment

Ability to work a regular, full-time work schedule at Lighthouse Point office