High Net Worth Insurance Account Manager

About Us

The origins of Keyes Coverage go all the way back to the late 1950’s, when it operated in New York. Keyes Coverage in South Florida was established in 1975 by Murray Keyes and his sons, Carey and Kenneth. Since then, this third-generation, family-owned agency has grown into one of the leading insurance agencies in South Florida. The agency specializes in three main areas of practice including Personal Lines Insurance, Employee Benefits and Business Insurance.

High Net Worth Insurance Account Manager

Position Summary:

Manage and grow a portfolio of high-net-worth clients, ensuring their complex insurance needs are met with precision and professionalism.

• Maintaining a high level of client service and satisfaction
• Marketing & placement of renewal accounts as appropriate
• Achieving agency account retention goals through proactive account rounding, cross-selling and up-selling of limits and coverages, and by providing exceptional client service

Key Responsibilities:

• Client Relationship Management: Build and maintain strong, long-term relationships with high-net-worth clients, ensuring satisfaction and loyalty.
• Insurance Program Design: Analyze clients' personal and financial profiles to recommend comprehensive coverage solutions for home, auto, yacht, fine art, jewelry, and other assets.
• Policy Administration: Oversee all aspects of policy management, including renewals, endorsements, claims, and billing inquiries.
• Risk Assessment: Conduct detailed risk assessments and work with underwriters to secure customized insurance solutions.
• Client Advocacy: Act as a trusted advisor and advocate, ensuring clients receive the best service and outcomes during claims processes or policy changes.
• Cross-Selling: Identify opportunities to expand coverage or add complementary products to meet clients’ evolving needs.
• Compliance: Ensure all transactions and documentation comply with industry standards, regulations, and company policies.
• Team Collaboration: Work closely with producers, underwriters, and support staff to deliver seamless client experience.

Basic Qualifications:

• Florida 4-40 Customer Representative License or 2-20 General Lines License (Property & Casualty).
• Experience managing a High-Net-Worth Private Client book of business.
• Thorough knowledge of brokerage operations, including procedures and applicable insurance laws/codes.
• Experience with Vertafore AMS360 and ImageRight highly desired.
• Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, MS Office Suite, document management software, proprietary carrier systems, and phone systems.
• Excellent time management, organizational and verbal and written communication skills.
• Keen attention to detail.
• Confidentiality of financial, employee, and consumer information.
• Must be able to work with occasional instruction and supervision.

Preferred Qualifications:

• Familiarity with risk assessment and risk management techniques.
• Extensive knowledge of all lines of insurance, including sophisticated and less common coverages, especially those products represented through agency.

Hours: Monday-Friday, 8:30am-5:00pm

Office Location: 5900 Hiatus Rd., Tamarac, FL 33321

Benefits:

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.