Offer summary

Qualifications:

Bachelor's degree preferred, Property & Casualty insurance license required, Minimum of 5 years experience with High Net Worth Clients, Proficiency in Applied Systems and Microsoft Office..

Key responsabilities:

Serve as the main point of contact for service needs of assigned clients.

Gather information related to risk management and propose solutions.

Conduct account reviews and manage the account renewal process.

Work with external contacts to generate new business opportunities.

Job description

Who We Are
As one of the largest independent agencies in Texas, we’re proud to be known for our exceptional, values-based culture and are consistently recognized as one of the best places to work. We believe this serves as a reflection of our excellent client service, our philanthropic efforts, focus on employee well-being, sound financial management, and a bright prospect for the future.

Role Summary
As an Account Manager, you will maintain a strong, consultative relationship with your clients by providing excellent customer service. This requires staying abreast of changes in clients’ lifestyle that impacts their risk profile and coverage. You will solidify relationships with carriers to provide the appropriate coverage to our clients. This position is also responsible for evaluating the book of business and finding opportunities to cross-sell to existing clients.

What You Will Do

Serve as the main point of contact for all service needs of your assigned book of business.
Work with accounts that have a minimum of $20,000.00 in premium and/or a home value of $1,000,000.
Gather information from clients related to risk management needs, evaluate and propose solutions to manage client risks.
Proactive in the account renewal process by conducting account reviews and providing solutions that reflect findings.
Maintain a high level of service to accomplish high account retention.
Work with external targeted contacts to generate new business for the Private Client Division.

What You Will Bring

Bachelor's degree preferred
Property & Casualty insurance license required
Minimum of 5 years experience with a focus in High Net Worth Clients working on the agency side or the carrier side.
Proficiency in Applied Systems, electronic signature platforms, Microsoft Office, Adobe Acrobat, and related tools

What You Will Experience

Competitive compensation package
Professional development track to support career growth
Generous time-off allowance, as well as major holidays
Comprehensive benefit selection, including company 401(k) match
Gym membership reimbursement
Support for work/life integration, with flexible work from home options available.

Hotchkiss is an EOE and drug-free workplace. All applicants must be authorized to work in and currently reside in the United States.

NO AGENCIES OR 3RD PARTY INQUIRIES

Required profile