Offer summary

Qualifications:

8+ years of personal lines experience, particularly in High Net Worth (HNW) client/account management services., Experience with HNW carriers such as Chubb, AIG Private Client Group, and PURE is required., Strong communication, leadership, analytical, and organizational skills are essential., Proper insurance licenses and proficiency in Applied Systems TAM, Excel, and Word are necessary..

Key responsabilities:

Handle daily service responsibilities including policy change requests and issuance of documents.

Address client inquiries regarding premiums, billing, and provide claims assistance.

Evaluate policy coverage terms and negotiate renewal terms with carriers.

Cross-sell and upgrade existing coverage while preparing detailed renewal reviews for clients.

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a remote Personal Lines Account Manager to a specialty insurance partner in the New York Metro Region.

Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team.

The Senior Account Manager position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P &C personal insurance.

The Senior Account Manager will:

Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.
Address client questions regarding premiums and billing statements
Provide claims counseling and assistance during the claim settlement process
Assist client with completion of applications, risk profile assessments and renewal questionnaires
Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
Re-market client policy renewals as needed given client need and/or current market conditions
Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
Prepare re-marketing results and provide a detailed renewal review to discuss with the client
Implement new/renewal program and provide client with detailed evidence of coverage
Cross-sell/upgrade existing coverage and/or present additional coverages as needed

The qualified candidate must have:

8+ years personal lines experience with a background in HNW client/account management services. A background in the Sports & Entertainment field is helpful but not required.
HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE required, with Cincinnati, Nationwide Private Client Group and Nat Gen Premiere preferred.
HNW experience with the following required; Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.
Proper insurance licenses
Experience with Applied Systems TAM, Excel, Word and general computer skills
Strong communication skills, work well in a team orientated environment and under pressure
Good leadership, analytical and organizational skills

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range

$90,000—$125,000 USD

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

Benefits:

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

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