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Senior HNW Account Manager

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Momentous Recruiting

2021-12-04 01:00:03

Job location Los Angeles, California, United States

Job type: fulltime

Job industry: Insurance & Superannuation

Job description

We are seeking a Senior HNW Personal Lines Account Manager (SAM) who is a highly motivated, well rounded insurance professional to become a part of our organization! The SAM position will be supporting the Private Client Risk Advisor (PCRA) and entails handling all aspects of sales, marketing, and client services responsibilities within all lines of P&C Personal insurance. This position may be remote or hybrid after a 2 to 3 month introductory period of 2 to 3 days in the office located in Los Angeles.


Responsibilities:

  • Evaluate policy coverage terms and limits for adequacy relative to client needs.
  • Complete applications and risk profile assessments.
  • Work with insurance carrier underwriters and rating systems to obtain client quotes.
  • Create and present new business/renewal proposals.
  • Develop internal marketing strategies and up sell/upgrade existing clients, additional coverages needed.
  • Facilitate policy change requests, issue binders, certificates, ID cards.
  • Address client questions regarding premiums/billings, coverages, and claims.


Qualifications:

  • 8+ years personal lines experience with a background in High-Net-Worth client/account management services.
  • A background in the Sports & Entertainment field is preferred
  • High Net Worth experience with the following carriers: Chubb, AIG Private Client Group, PURE required with Cincinnati, Nationwide Private Client Group and Nat Gen Premiere preferred.
  • High Net Worth experience with the following required; Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builders' risk, etc.
  • A California P&C license
  • Experience with Applied Systems TAM, Excel, Word, and general computer skills
  • Strong communication skills, works well in a team orientated environment and under pressure
  • Good leadership, analytical and organizational skills


**A competitive salary, benefits and additional compensation possibilities for new business production is offered.

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