What are the responsibilities and job description for the Personal Lines Account Manager position at CivicMinds, Inc?
We are seeking an experienced Senior Premier Client Account Manager to manage and grow a portfolio of high-net-worth clients. In this role, you’ll deliver personalized insurance solutions, ensuring top-notch client satisfaction and seamless service with internal teams.
Key Responsibilities :
- Client Management :
- Serve as the main point of contact for high-net-worth clients, managing all aspects of their insurance needs.
- Conduct comprehensive reviews to ensure adequate coverage and address any gaps.
- Provide expert advice on homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages.
- Build and maintain strong client relationships, recommending solutions based on evolving needs.
- Policy Administration :
- Oversee new policy placements, renewals, and endorsements.
- Work with underwriters and carriers to negotiate terms and secure the best coverage.
- Ensure accurate, up-to-date client documentation and compliance with industry regulations.
- Manage claims processes, advocating for clients and ensuring swift resolution.
- Business Development :
- Identify cross-sell and up-sell opportunities within your portfolio.
- Assist the sales team in acquiring new high-net-worth clients.
- Represent the firm at networking events and industry conferences to generate new business leads
- Team Leadership & Collaboration :
- Mentor junior account managers and support staff.
- Collaborate with marketing and business development teams to enhance client service.
- Contribute to best practices and process improvements within the Private Client Services team.
Qualifications :
