Insurance Account Manager

Primary Functions: Present clients with accurate market data from appropriate resources to advise and counsel on complex risks Review client exposures, loss experience and current coverage and recommends appropriate products and services/ cross sell where appropriate Provide proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email Gather information from client related to risk management needs, financial loss and evaluate and propose a variety of solutions to manage clients risk Create and present renewal proposals to existing clients and conducts annual interactive Client reviews where appropriate Quote coverages for existing clients and remarket when necessary Build relationships with clients, colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients Accountable for client retention through delivery of exceptional client service Negotiate with multiple insurance carriers to provide comprehensive coverage options for clients and prospects, while conforming to all laws, regulations and requirements governing the insurance industry. Utilize the (EPIC) Applied system in an accurate and timely manner to enter and maintain all pertinent account information according to our workflows Ensure that all regulatory requirements are met and comply with all internal policies and procedures Escalate internal and external service concerns that clients may be experiencing to appropriate departments, managers or producers for action and prevention of further client impact Position Requirements: 5+ years personal lines insurance experience; preferably working with HNW clientele Property & Casualty (P&C) License Proficiency in Microsoft Office-Word & Excel Client service orientation with ability to manage expectations Excellent verbal & written communication skills Detail oriented, highly organized and ability to meet deadlines Ability to maintain confidentiality and professionalism Ability to adhere to policies, practices & procedures Ability to work well in a team environment Job Type: Full-time Pay: $80,000.00 - $125,000.00 per year Benefits: Flexible schedule Health insurance Paid time off Supplemental Pay: Bonus opportunities Commission pay Application Question(s): Have you been an account executive and generated your own clients for HNW Clients in your past? Do you have experience doing the back end servicing and account management of clients and accounts? Do you have experience with the Florida market and selling into it? Experience: High Net Worth Personal Lines Insurance: 5 years (Required) License/Certification: Valid Property and Casualty Insurance license? (Required) Ability to Relocate: Morristown, NJ: Relocate before starting work (Required) Work Location: In person