20 часов назад
Personal Lines Senior Account Manager (High Net Worth)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Personal Lines Senior Account Manager (High Net Worth) (Insurance): Leading service delivery for complex high-net-worth personal lines accounts with an accent on renewals, coverage placement, carrier negotiations, and client retention. Focus on mentoring account teams, identifying coverage gaps, coordinating sophisticated client needs, and managing accurate documentation to minimize E&O exposure.
Location: On-site in Beachwood, Ohio, United States
Company
is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related services.
What you will do
- Serve as the primary contact for complex, high-net-worth personal lines clients.
- Lead service delivery, prioritization, quality control, and stakeholder communication across the service team.
- Manage new business and renewal processes, including renewal and placement strategies.
- Review and negotiate coverage, pricing, and terms with carriers and underwriters.
- Partner with Producers and Account Executives to support retention, growth, referrals, and client satisfaction.
- Mentor Account Managers and Account Associates while identifying risks, coverage gaps, and service improvements.
Requirements
- Active Property & Casualty insurance license for the state in which the agency operates.
- Advanced knowledge of insurance products, carrier markets, and client service practices.
- At least 7–10 years of insurance industry or closely related experience, including complex high-net-worth accounts.
- Ability to lead, mentor, and influence others without direct authority.
- Strong communication, organization, attention to detail, and prioritization skills.
- Proficiency with agency management platforms and Microsoft Word, Excel, and PowerPoint; high school diploma required and a college degree preferred.
Nice to have
- Bachelor’s degree in Business or a related field.
- Professional insurance designations or a commitment to pursue or maintain them.
Culture & Benefits
- On-site collaboration with opportunities to lead and partner cross-functionally.
- Medical, dental, vision, life, and disability insurance, plus fertility and wellness benefits.
- Paid time off, holidays, sick time, an Employee Assistance Program, and a Calm subscription.
- 401(k) with immediate vesting, HSA and FSA options, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, legal plan options, and pet insurance.
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