What are the responsibilities and job description for the Copy of Personal Lines High Net Worth Account Manager position at Sullivan Curtis Monroe Insurance Svs LLC?
Job Type
Full-time
Description
Responsible for the design, implementation and administration of a portfolio of property & casualty insurance programs for high net worth individuals and families. Set up and maintain the accounts of new and existing clients for high value homes and automobiles, high limit personal excess, art / jewelry collections, watercraft, aviation, kidnap and ransom, directors and officers, employment practices liability etc.
Requirements
- Provide exceptional customer service and support the service needs of a large client base
- Handle renewals, process changes, endorsements, riders and cancellations
- Responsible for handling client service requests and look for new sales opportunities by cross-selling
- Proficient knowledge of the products and services that are offered to the clients
- Assist in the production of new personal lines accounts and retention of renewing personal lines account
- Review client exposures, loss experience and current coverage and provide proactive solutions, recommend appropriate products and services
- Perform annual reviews and meetings with client providing stewardship reports, schedules and proposals of insurance
- All other duties as assigned
Salary Description
70,000 to $80,000
Salary : $70,000 - $80,000
