Conduct annual reviews of clients’ insurance program
Stay current on changes in clients' lifestyle that impact their risk profile and coverages
Negotiate with carriers on clients' behalf
Discuss any potential risks and recommend appropriate coverages
Provide overall stewardship of risk management solutions for clients
Successfully manage own book of business through developing, maintaining, and expanding relationships with clients
Review exposures and current insurance program for assigned clients
Collaborate with producers regarding the development and decisions for proposed plans of action and coverages for new accounts
Monitor carrier activities to ensure responsibilities to the customer are fulfilled
Complete account reviews
Identify and communicate exclusions or changes to clients’ policies
Remain informed and educated regarding all insurance companies, marketplace changes, coverages, exclusions, and options

3-5 years of prior insurance industry experience with High Net Worth clientele is preferred
Associate’s Degree or higher is desired, or equitable experience
Property & Casualty license required
Proficient working knowledge of Microsoft Office
Proficient computer skills with agency management software systems, preference for experience with APPLIED EPIC

Personal Lines High Net Worth Account Manager

Key skills