Demo

Senior Account Manager

Top Gun Staffing, Inc
Houston, TX Full Time
POSTED ON 2/6/2025
AVAILABLE BEFORE 5/4/2025

The position will provide top-quality and timely assistance to ensure accuracy and client satisfaction. It will be responsible for but not limited to the below listed responsibilities, as well as to help handle miscellaneous activities as needed in the day to day operation of the Private Client Division clients.

  • This role is a personal lines "High-Net-Worth" or "Prestige" Account Manager

RESPONSIBILITIES & REQUIREMENTS

  • Reviews client exposures, loss experience, and current coverage and recommends appropriate products and services. Presents clients with accurate market data from appropriate resources to advise and counsel on complex risks.
  • Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions promptly.
  • Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.
  • Responsible for quoting new lines of business.
  • Understands, introduces, and leverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements.
  • Conduct client renewal reviews.
  • Implements and maintains a quality service plan, ensuring the accuracy of binders, policies, and other relevant documents delivered to clients.
  • Communicates clients risk solution and binding instructions to carriers.
  • Accountable for client retention through delivery of exceptional client service.
  • Provide a high level of client service daily.
  • Experience with AIG, Chubb, Cincinnati, and PURE would be required.
  • REQUIRED SKILLS / QUALIFICATIONS

  • High School Diploma required / College Degree preferred
  • 5 years of related experience in Private Client / High Net Worth Client Services.
  • Exceptional computer skills (Microsoft Office Suite Word, Excel, Outlook, etc.)
  • Ability to prioritize workload according to volume, urgency, deadlines, etc.
  • Strong organizational skills and high attention to detail
  • Work collaboratively with others
  • Ability to be discrete and maintain confidentiality on a wide range of issues
  • Strong ability to communicate both verbal and written
  • Resourceful and proactive
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