High Net Worth Personal Lines Account Manager
6 days ago
Valley Stream
Job Description Independent Retail Insurance Agency in Nassau County, Long Island, NY that has been in business for over 40 years is seeking a dynamic and experienced Personal Insurance Account Manager or Customer Service Representative. The successful candidate will be responsible for managing a portfolio of high net worth personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions. Responsibilities: • Serve as the primary point of contact for a portfolio of personal insurance clients - high net worth, • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments, • Identify new market opportunities and develop strategies to expand our customer base, • Build and maintain strong relationships with key clients, ensuring their needs are met, • Prepare and present insurance proposals and renewals to clients, • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently, • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities Qualifications & Experience: • Current property and casualty license, • 3 Years of experience in personal insurance, • Experience with standard market and high net worth personal lines home, auto, umbrella coverages, • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues, • Detail-oriented with strong analytical and problem-solving abilities, • Organizational skills with the ability to prioritize tasks effectively, • Experience with multiple insurance carriers preferred, • Role is onsite during training with flexibility of hybrid/remote after training