Personal Lines High Net Worth Account Manager

Comma Recruitment are looking for a talented Personal Lines High Net Worth Account Manager

We have a flexible work environment and offer a competitive salary, strong benefits and vacation package, work from home flexibility and amazing perks and bonuses.

Looking for 5+ years personal lines experience with strong experience managing a book of high net worth personal lines accounts, excellent team communication skills, is highly motivated and detail oriented.

Primary Duties

• Respond to all client inquiries in a timely manner
• Review, analyze and counsel coverages, identifying any discrepancies on book of business
• Process and/or review all transactions
• Manage client policy renewals as well as re-market existing clients
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
• Evaluate policy coverage terms and limits relative to client needs and risk profile
• Manage and service books of business for VIP clients with “white glove” service
• Maintain professional relationships with clients and underwriters

Requirements

• RIBO Licensed
• Working towards or have CIP or CAIB
• Experience with high net worth insurance carriers such as Chubb, Intact Prestige, Aviva Ovation and Northbridge Onyx
• 5+ years’ experience in Personal Lines, included client facing and knowledge in high net worth carriers
• 3+ years’ experience in managing and servicing a High Net Worth Personal Lines book of business
• Strong organizational skills and attention to detail
• Positive attitude with outstanding interpersonal and communication (oral & written) skills
• Must be able to work in office or a hybrid work model

 

Benefits

We offer a wonderful benefits and vacation package that covers:

• Medical Benefit
• Dental Care
• Vision Care
• Disability Insurance
• Extended Health Care

Other exciting perks include

• On-site gym
• Company Events
• Company provided coffee, tea, snacks, fruit

 

Please forward resume to [email protected]