Private Client Account Manager

Private Client Account Manager Westport, CT Job Details Permanent $85,000 - $100,000 a year 1 day ago Benefits Disability insurance Health insurance Dental insurance 401(k) Tuition reimbursement Paid time off Vision insurance 401(k) matching Flexible schedule Qualifications Managing customer accounts Customer retention Underwriting Upselling Mid-level Cross-selling Insurance Producer License Clerical experience Insurance sales Account management Full Job Description Responsible for the retention, upselling and cross selling of an assigned book of HNW Personal Lines clients comprised primarily of CHUBB, Berkley One, AIG, Cincinnati and PURE accounts over $15k in premium. Quoting on carrier sites, including application preparation, loss analysis, pre-underwriting of the risk for professional, quality new and renewal submissions. Analyze and compare carrier quotes for proper coverage, terms and conditions in order to present the best coverage solutions to the client. Comfortably have conversations with clients to explain the impact of current market trends, increased cost of materials, reconstruction costs and the impact felt on renewal premiums as a result of inflation. Execute policy issuance, obtain pertinent signed applications and follow up for download in agency management system. Support sales and growth objectives of the agency through cross selling, up selling, and retaining existing business. Process incoming mail, faxes, emails, underwriting requests. Process policy change requests, issue Evidences of Insurance, ID Cards/Binders and other required documents #

INSPHI Job Type:

Permanent Pay:

$85,000.00 - $100,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Disability insurance Flexible schedule Health insurance Paid time off Tuition reimbursement Vision insurance

Experience:

Personal Lines:

3 years (Required)

License/Certification:

Insurance Producer License (Required) Ability to

Commute:

Westport, CT 06880 (Required)

Work Location:

Hybrid remote in Westport, CT 06880