Strategic Partnerships Senior Product Manager at Gifthealth responsible for managing key pharmaceutical partnerships. Collaborating with internal teams to ensure product alignment and operational excellence.
PL
Hybrid Personal Lines Account Manager
Posted 2 months ago
About the role
- Personal Lines Account Manager supporting Producers and HNW clients in managing insurance policies. Aiding in account retention, growth, and maintaining client relationships in Charleston, SC.
Responsibilities
- Provides technical support to the Producer, Agency and HNW Personal Lines Clients in the daily management of policies.
- Complete new / renewal applications in coordination with Producer and Client.
- Quotes online and / or submit applications to eligible carriers.
- Follow up to ensure timely receipt of quotes / renewal policies.
- Review the carrier proposal for accuracy highlighting coverage differences from what was requested.
- Assist Producers in the preparation of client proposals, renewal summaries.
- Review and issue request for binders, evidence, certificates, policies and other related items; verify their accuracy, contractual and policy compliance; invoice and transact, prepare client documents and policy binders (electronic and/or paper)
- Work with Clients, Producers and Carriers to facilitate policy change requests, obtaining the information needed for processing, verify for accuracy, facilitate any corrections, invoice and transact.
- Processes renewals in coordination with Producer, Client and Carriers according to agency procedures.
- Reviews policies: verifies accuracy and facilitates corrections; as needed, between client and carrier.
- Manage and maintain productive relationships with critical centers of influence, family offices, wealth advisors, CPAs, lenders, and realtors.
- Processes incoming mail and phone requests, responding promptly and appropriately.
- Uses agency credit and collection policy in invoicing and pursuing prompt payments, request cancellations from the carrier according to agency standards.
Requirements
- 5+ years of experience in similar role
- Current Property, Casualty Agents License
- Experience handling clients with a high net worth.
- Knowledge of insurance products and usages
- Knowledge of high-net-worth insurance markets such Chubb, Vault, Pure, Cincinnati, BerkleyOne, including non-admitted carriers and brokers.
- Understands a preferred insurer appetite, underwriting rules and rating procedures.
- Solid Microsoft Office, technology utilization, and experience with Applied EPIC or similar agency management system
- College degree preferred.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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