What are the responsibilities and job description for the Private Client Account Manager position at Genesis Resources?
Private Client Personal Lines Account Manager – Miami, FL (Hybrid)
Our client is a growing retail broker looking to add a Private Client Personal Lines Account Manager to their team due to the growth in the Southeast Market.
Role Overview:
Manage high-net-worth personal lines accounts, including educating clients, marketing coverage options, and assisting with policy changes. Collaborate with producers to secure new business, round out accounts, and identify cross-sell opportunities.
Key Responsibilities:
- Handle end-to-end client servicing, including consulting, quoting, binding, and ongoing support.
- Educate clients on coverage needs and policy options.
- Cross-sell additional services and develop client service plans.
- Document claims and communication changes with carriers.
Qualifications:
- License: 2-20 required.
- Experience: 5 years in personal lines account management, with knowledge of high-net-worth underwriting.
- Familiarity with Florida clientele preferred.
