Private Client Group Account Manager

Position Summary: The Private Client Group Manager is responsible for the day-to-day service and management of high net worth, affluent personal insurance book of business. The Private Client Group Manager is a reliable contributor to the Agency, as well as a consistent performer with a positive work ethic and continuous pursuit of professional development. This position is expected to build and maintain positive relationships with internal and external clients.

Essential Job Duties and Responsibilities:
• Perform risk analysis reviews for affluent clients
• Receive phone calls and office visitors requesting changes to existing coverage and/or new policies
• Determine acceptability and placement of policies for clients
• Complete applications or endorsement requests
• Collect premium when applicable
• Provide advice and options regarding insurance coverage selection
• Analyze, prepare and present insurance proposal to clients
• Communicate with external and internal clients
• Analyze client accounts to determine if additional lines of business should be advised
• Process mail received/return mail, underwriting request to avoid cancellation, cancellations, etc.
• Analyze and manage all cost estimators for insurance policies
• Review and analyze different reports retrieved from agency management system for expirations, cancellations, renewals, etc.
• Stay up-to-date with all new market changes
• Market renewals to stay competitive with price and coverage, including re-market of non-renewals
• Sell new business for auto, home, flood, umbrella, boats, etc.

Required Skills
• Florida insurance 2-20 license
• Bachelors degree preferred
• Exceptional presentation and communications skills
• Strong capability to meet deadlines and manage conflicting priorities
• Strong attention to detail
• Thorough understanding of personal insurance underwriting and coverage
• Minimum 5 years personal insurance experience
• Excellent communication skills
• High level of computer literacy, including working knowledge of Microsoft Office
• Working knowledge of AMS360 management system a plus
• Strong time management and multi-tasking skills a must
• Ability to maintain and organize electronic files within the agency management system
• Highly effective team player