What are the responsibilities and job description for the Insurance Portfolio Manager position at Keyes Coverage Insurance Services?
About Us
At Keyes Coverage Insurance Services, we pride ourselves on being one of the leading insurance agencies in South Florida.
High Net Worth Insurance Account Manager
Job Summary:
We are seeking an experienced High Net Worth Insurance Account Manager to join our team. As a key member of our team, you will be responsible for managing and growing 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
Main 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.
Required 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
- Excellent time management, organizational and verbal and written communication skills
- Keen attention to detail
- Confidentiality of financial, employee, and consumer information
- Ability 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
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
