Personal Lines Client Manager – Private Client Group
Capstone Search Group, Birmingham, Alabama, United States, 35275
[vc_row][vc_column][vc_custom_heading text="About the Role" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal"][vc_column_text css=".vc_custom_1771426314308{margin-bottom: 50px !important;}"] Join a national insurance agency as
Personal Lines Account Manager working with affluent, Private Client Group home and auto policies. Supporting the sales and service team with client management, retention, and growth, you’ll ensure clients receive a consistent, personalized experience to managing their personal insurance programs. [/vc_column_text][vc_custom_heading text="Duties & Responsibilities" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1771426370736{margin-bottom: 50px !important;}"]
Manage policies, respond to client questions, and assist with changes, billing, audits, claims, reviews, and other ongoing maintenance. Prepare renewals. Complete applications. Request information. Complete submissions and work with underwriters to secure competitive quotes. Complete online rating as needed. Coordinate efforts with the sales team; identify opportunities to enhance programs and round out coverage. Address escalated issues. Capitalize on referral opportunities. [/vc_column_text][vc_custom_heading text="Skills & Experience" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1771426390376{margin-bottom: 50px !important;}"] At least three (3) years of personal lines insurance account management experience including work with affluent, high net worth policies. Active state insurance license. [/vc_column_text][/vc_column][/vc_row] Tagged as: account manager, affluent, auto, client service, csr, high net worth, home, personal lines, private client group
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Personal Lines Account Manager working with affluent, Private Client Group home and auto policies. Supporting the sales and service team with client management, retention, and growth, you’ll ensure clients receive a consistent, personalized experience to managing their personal insurance programs. [/vc_column_text][vc_custom_heading text="Duties & Responsibilities" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1771426370736{margin-bottom: 50px !important;}"]
Manage policies, respond to client questions, and assist with changes, billing, audits, claims, reviews, and other ongoing maintenance. Prepare renewals. Complete applications. Request information. Complete submissions and work with underwriters to secure competitive quotes. Complete online rating as needed. Coordinate efforts with the sales team; identify opportunities to enhance programs and round out coverage. Address escalated issues. Capitalize on referral opportunities. [/vc_column_text][vc_custom_heading text="Skills & Experience" font_container="tag:h3|font_size:26px|text_align:left|line_height:24px" google_fonts="font_family:Lato%3A100%2C100italic%2C300%2C300italic%2Cregular%2Citalic%2C700%2C700italic%2C900%2C900italic|font_style:700%20bold%20regular%3A700%3Anormal" css=""][vc_column_text css=".vc_custom_1771426390376{margin-bottom: 50px !important;}"] At least three (3) years of personal lines insurance account management experience including work with affluent, high net worth policies. Active state insurance license. [/vc_column_text][/vc_column][/vc_row] Tagged as: account manager, affluent, auto, client service, csr, high net worth, home, personal lines, private client group
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