Personal Lines Account Manager - High Net WorthLocation: Bluffton, SC; Myrtle Beach, SC; Savannah, GA
Time Type: Full time
Posted On: 5 Days Ago
Job Requisition ID: R********
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st Shift (United States of America)
Job Description: Primarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provide exceptional client service and serve as a mentor to others. Be knowledgeable of coverages, carrier guidelines, underwriting, legislative changes, and maintain relationships with clients and carrier representatives. Develop strong relationships with carriers and clients. Support Producer and Marketing Account Executives in managing larger and/or more complex accounts.
ESSENTIAL DUTIES AND RESPONSIBILITIES Build and maintain key client and carrier relationships by phone, email, and in person.Execute a comprehensive client service plan for all assigned accounts that address their business needs and risk management goals.Lead the client service team in service activities related to administration, billing, claims issues, and problem solving.Coordinate internal/external activities to ensure both new and renewal accounts are handled in a timely, accurate, and professional manner.Continually seek cross-sell opportunities and suggest new lines of coverage.Monitor and manage the renewal process for assigned clients. Coordinate meetings with clients and/or Producers to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.Lead the marketing of smaller, less complex accounts.Independently prepare marketing information for smaller and/or less complex accounts for Producer or client. Provide required information to Producer and participate in presenting options to the client.Manage the implementation process; prepare and deliver all applicable forms to the client.Formulate a plan with Producer to conduct relationship management meetings and/or visits with assigned clients.Proficient in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up dates, and daily manage follow-up in client management system(s).Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes.Mentor team members.Other duties and responsibilities as requested by management.QUALIFICATIONS Required Qualifications: Bachelor's degree or equivalent education and related trainingFive years of relevant insurance industry experienceAppropriate insurance license - Property and CasualtyStrong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problemsAbility to utilize leadership skills by providing direction, constructive feedback, development, and training while additionally being able to motivate others to maximize productivity and team moraleDemonstrate proficiency in basic computer applications, such as Microsoft Office SuiteAbility to travel, occasionally overnightPreferred Qualifications: Coastal and E&S experienceInsurance designationExperience with high net worth accountsGeneral Description of Available Benefits for Eligible Employees of TIH Insurance: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits. TIH offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
McGriff Insurance Services supports a diverse workforce and is an Equal Opportunity Employer.
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