Seeking PLAM with HNW Experience in Richardson

Job Description

Job Description:

As a Personal Lines Account Manager with HNW experience, you will play a pivotal role in managing and servicing a portfolio of high net worth clients. Your primary responsibility will be to provide personalized insurance solutions and exceptional customer service, meeting the complex and unique requirements of our esteemed clientele. You will collaborate with a dynamic team to ensure client satisfaction and contribute to the growth and retention of high net worth accounts.

Key Responsibilities:

• Manage a portfolio of high net worth clients, understanding their unique insurance needs and providing tailored solutions for their properties, vehicles, jewelry, art, and other valuable assets.
• Foster and maintain strong relationships with clients, serving as their primary point of contact for all insurance-related inquiries and concerns.
• Coordinate with underwriters to negotiate terms, coverages, and pricing, ensuring that the proposed solutions align with clients' specific requirements and preferences.
• Proactively review and update policies, guiding clients through the renewal process and suggesting appropriate modifications to their coverage as needed.
• Identify cross-selling and upselling opportunities within the existing client base, collaborating with the sales team to maximize business growth and revenue.
• Stay updated on industry trends, market changes, and insurance regulations to provide clients with the most relevant and current information related to their insurance coverage.
• Resolve any client issues or concerns promptly and professionally, demonstrating a commitment to delivering exceptional service and exceeding client expectations.

Qualifications and Requirements:

• A minimum of 3 years of experience in personal lines insurance, specifically with a focus on high net worth clients.
• Profound understanding of personal insurance products, coverage options, and underwriting principles.
• Strong communication and interpersonal skills, with the ability to effectively convey complex insurance concepts to clients.
• Proficiency in insurance management software and the Microsoft Office Suite.
• Experience with an agency management system, preferably AMS360.

Join Our Team:

Be a part of our dedicated team of insurance professionals, committed to delivering excellence in serving the unique needs of high net worth individuals and families. Enjoy a collaborative work environment, competitive compensation, and opportunities for professional development and career advancement within the insurance industry.

Application Process:

To apply for this position, please apply to this posting OR you may confidentially send an updated copy of your resume to the email - taylor.rooney@gogmail.com. We appreciate you taking the time to apply/ send your resume and look forward to hearing from you!

Taylor Rooney | Gpac

389.295.8404

taylor.rooney@gogpac.com

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.