Senior Account Manager – High Net Worth, Personal Lines

This is a fully remote position, open to applicants in Arizona, +1 more state.

📋 Description

• Act as a client advocate and main point of contact for high-net-worth clientele.

• Oversee and nurture client relationships.

• Evaluate unique insurance requirements and create customized coverage for luxury residences, vehicles, jewelry, fine art, and other high-value possessions.

• Offer personalized risk management guidance.

• Manage policy renewals, endorsements, and modifications to coverage.

• Strategically re-market renewals to ensure high account retention.

• Identify and address complex client service challenges.

• Assist clients with claims and collaborate with carriers to achieve prompt and equitable resolutions.

• Negotiate terms and pricing with insurance providers.

• Conduct regular portfolio assessments.

• Keep abreast of market trends, regulatory updates, and emerging risks.

• Ensure adherence to company policies, industry standards, and regulatory obligations.

• Propose process enhancements.

• Direct and manage the work of others as necessary.

• Integrate innovative technologies, including proprietary AI tools, into the service delivery process.

• Carry out other assigned projects, duties, and responsibilities.

⛳️ Requirements

• A Property and Casualty License from the state of domicile is mandatory and must be kept current.

• A High School Diploma or equivalent is required.

• A four-year degree in Business, Finance, or a related discipline is preferred.

• At least 7 years of experience in personal lines insurance, specifically targeting high-net-worth clients.

• Extensive knowledge of personal insurance products, particularly for high-net-worth individuals and families.

• Experience in managing insurance portfolios for high-net-worth clients, including coverage for luxury homes, fine art, and collectibles.

• Familiarity with complex insurance products, risk management techniques, and claims processing.

• Strong analytical and mathematical abilities.

• Excellent PowerPoint and presentation skills for both in-person and virtual sessions.

• Profound understanding of all facets of personal lines of coverage.

• Exceptional written and verbal communication skills.

• Proficient in Microsoft Office, particularly Excel, PowerPoint, and Word.

• Computer literate with the capability to learn new software applications.

• Advanced knowledge of insurance markets, products, services, insurance ratings, and underwriting practices.

• A valid driver’s license.

• Willingness to travel to client locations.

• A reliable means of transportation.

🏝️ Benefits

• Competitive compensation.

• Family health and wellness initiatives.

• 401K plan.

• Employee assistance programs.

• Paid time off.

• Paid holidays.

• Opportunities for career advancement and development.

• Discretionary annual incentive program, subject to program guidelines and individual and organizational performance.