- Location
- Cockeysville, MD
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Insurance
- Seniority
- Manager
- Closing date
- Today
- Source
- Vincere
Description
High Net Worth Insurance Account Manager - Hybrid
Established agency seeking to add a personal lines account manager to their team.
Responsibilities include:
- Handling High-Net-Worth accounts
- Client presentations and ability to resolve client concerns and issues
- Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
- Liaison between clients and carriers
- Ability to cross sell and help walk-in/phone- sales questions
- Ability to handle all types of personal insurance
- Order and process renewal & change requests
- Advise of coverage recommendations and assist clients with Insurance claims
- Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
- Cross sell & round out accounts
Requirements:
- Must have an active P&C license
- Must have working knowledge of agency management software *Applied Epic Required
- Must have excellent presentation and communication skills
- Ability to multi-task and work in fast paced Insurance environment
- Ability to work within a team environment
- Ability to self-direct the completion of insurance related job duties
#LI-KD1
Skills
Epic