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High Net Worth Senior Personal Lines Account Manager

Capstone Search Group
Miami, FL Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/18/2025

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 : Three openings - one in Miami, Palm Beach Garden, and Naples. Hybrid schedule (minimum one day / week in the office) is required.
  • 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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