What are the responsibilities and job description for the Account Manager, Personal Lines - Private Client Division position at Hotchkiss Insurance?
Who We Are
As one of the largest independent agencies in Texas, we’re proud to be known for our exceptional, values-based culture and are consistently recognized as one of the best places to work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being, sound financial management, and a bright prospect for the future.
Role Summary
As an Account Manager, you will maintain a strong, consultative relationship with your clients by providing excellent customer service. This requires staying abreast of changes in clients’ lifestyle that impacts their risk profile and coverage. You will solidify relationships with carriers to provide the appropriate coverage to our clients. This position is also responsible for evaluating the book of business and finding opportunities to cross-sell to existing clients.
What You Will Do
- Serve as the main point of contact for all service needs of your assigned book of business.
- Work with accounts that have a minimum of $20,000.00 in premium and/or a home value of $1,000,000.
- Gather information from clients related to risk management needs, evaluate and propose solutions to manage client risks.
- Proactive in the account renewal process by conducting account reviews and providing solutions that reflect findings.
- Maintain a high level of service to accomplish high account retention.
- Work with external targeted contacts to generate new business for the Private Client Division.
- Bachelor's degree preferred
- Property & Casualty insurance license required
- Minimum of 5 years experience with a focus in High Net Worth Clients working on the agency side or the carrier side.
- Proficiency in Applied Systems, electronic signature platforms, Microsoft Office, Adobe Acrobat, and related tools
- Competitive compensation package
- Professional development track to support career growth
- Generous time-off allowance, as well as major holidays
- Comprehensive benefit selection, including company 401(k) match
- Gym membership reimbursement
- Support for work/life integration, with flexible work from home options available.
Hotchkiss is an EOE and drug-free workplace. All applicants must be authorized to work in and currently reside in the United States.
NO AGENCIES OR 3RD PARTY INQUIRIES
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Salary : $20,000 - $1,000,000
