Offer summary

Qualifications:

2+ years of personal lines experience, particularly with High Net Worth clients., Property and Casualty license is required., Familiarity with HNW carriers and their proprietary systems is preferred., Strong communication skills and proficiency in Microsoft Office and Applied Epic are essential..

Key responsabilities:

Manage a book of business by servicing daily client needs and policy changes.

Prepare client renewals and re-market policies as necessary.

Identify cross-selling opportunities and implement new or renewal programs for clients.

Provide claims counseling and support throughout the settlement process.

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a High Net Worth Personal Lines Account Manager to FRP Private Client.

This is a fully remote, work-from-home position.

Job Summary:

This agency’s sole focus is on High Net Worth (HNW) personal lines, and we are seeking a highly motivated, experienced and well-rounded insurance professional to become part of our team.

The Account Manager position is principally responsible for maintaining and the profitable growth of a book of business - daily servicing and policy changes, preparing client renewals / re-marketing, cross/up-selling and will also work with the Private Client Practice Sales Leader on new business opportunities

Essential Functions:

Daily Client Support:
• Facilitate policy changes, issue binders, certificates, and ID cards.
• Address client inquiries about premiums and billing statements.
• Provide claims counseling and support throughout the settlement process.
Client Policy Management:
• Assist clients with completing applications, risk profile assessments, and renewal questionnaires.
• Evaluate policy coverage terms and limits to ensure adequacy relative to client needs and risk profiles.
• Re-market client policy renewals as needed based on client requirements and market conditions.
• Negotiate renewal terms with incumbent carriers and alternative markets to secure broad coverage at competitive premiums.
• Present re-marketing results and provide detailed renewal reviews to clients.
Program Implementation and Sales:
• Implement new or renewal programs, ensuring clients receive detailed evidence of coverage.
• Identify opportunities to cross-sell, upgrade existing coverage, or recommend additional coverages based on client needs.

Qualifications:

2+ years of personal lines experience, with a background in High Net Worth (HNW) client/account management.
Property and Casualty license.
Experience working with and knowledge of the proprietary systems and policy language of all main HNW carriers such as Chubb, PURE, Cincinnati, AIG Private Client Group, Vault is preferred.
Demonstrate proficiency in the placement of coverage for Coastal homes, CA earthquake and brush fire risks, fine arts and jewelry schedules, exotic/collector cars, yachts/watercraft, and builder’s risk policies.
Familiarity in navigating non-admitted intermediaries and carriers.
Proficiency with Applied Epic, Microsoft Excel, Word, and general computer tools.
Strong communication skills and the ability to work both independently and collaboratively in a team-oriented environment.
Capable of performing under pressure with excellent leadership, analytical, and organizational abilities.

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

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