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High Net Worth Personal Lines Account Manager

C. Winchell Agency, Inc., Trenton, NJ, United States


High Net Worth Personal Lines Account Manager Responsibilities:

Superior High Net Worth Account Executive is responsible for staying current on changes in clients lifestyle that impact their risk profile and coverages, conducting annual reviews of clients insurance program, negotiating with carriers on clients behalf, solutions to clients. Handle all new and renewal processes. Must be a pro and be able to handle an entire book of HNW business. Does not have to work with apps or day to day, day to day handled by ResourcePro.

Qualifications/Skills:

Must have valid New York or New Jersey license and a minimum of 5 years prior experience as an account executive with experience in high net worth personal insurance. Excellent computer skills are a must including proficiency in Applied/TAM/EPIC.

Seniority level

Not Applicable

Employment type

Full-time

Job function

General Business

Industries

Insurance

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