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Posted: Wednesday, November 22, 2017 12:12 AM

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NEW LEVEL RESOURCES Westlake Village, CA USA

We are currently seeking an Executive Account Manager for Private Client Personal Lines to work in-house for our client in Westlake Village, CA.

Please read description below and if interested, please email your resume ASAP to julieann@newlevelresources.com .

P&C License preferred but will consider candidates with Claims and Underwriting experience.

Private Client Personal Lines Acct Executive to service a Book of Business.

High Net Worth Background is mandatory.

Duties and responsibilities include, but are not limited to:

Be up to date with carrier communications and new coverage options. Must have strong insurance carrier relationships.

Work well with a team, i.e. Account Manager, and CSR to make sure all aspects of the desk are covered.

Full responsible for managing Accounts Receivables.

Service an existing book of business by maintaining accounts as well as rounding them out.
Must know all aspects of the job, i.e. policy processing, invoicing, summaries, ID cards, binders, certificates, proposals, company websites, etc.

Prepare insurance proposals for new and renewal business.

Must know all carrier coverages and make sure all coverages are offered.

Proficient in Hawksoft, (or other similar programs), Microsoft Word and Outlook.

Must be able to meet with clients and develop close client relationships to maintain account retention.

Help manage E&O by offering in writing to the clients additional coverage options. (i.e. EQ)
Must be able to prioritize and manage a desk.

A sense of urgency is a must. This includes dealing with client issues and getting management
Job Requirements/Qualifications:

We are currently seeking an Executive Account Manager for Private Client Personal Lines to work in-house for our client in Westlake Village, CA.

Please read description below and if interested, please email your resume ASAP to julieann@newlevelresources.com .

P&C License preferred but will consider candidates with Claims and Underwriting experience.

Private Client Personal Lines Acct Executive to service a Book of Business. High Net Worth Background is mandatory.

Duties and responsibilities include, but are not limited to:

Be up to date with carrier communications and new coverage options. Must have strong insurance carrier relationships.
Work well with a team, i.e. Account Manager, and CSR to make sure all aspects of the desk are covered.
Full responsible for managing Accounts Receivables.
Service an existing book of business by maintaining accounts as well as rounding them out.
Must know all aspects of the job, i.e. policy processing, invoicing, summaries, ID cards, binders, certificates, proposals, company websites, etc.
Prepare insurance proposals for new and renewal business.
Must know all carrier coverages and make sure all coverages are offered.
Proficient in Hawksoft, (or other similar programs), Microsoft Word and Outlook.
Must be able to meet with clients and develop close client relationships to maintain account retention.
Help manage E&O by offering in writing to the clients additional coverage options. (i.e. EQ)
Must be able to prioritize and manage a desk. A sense of urgency is a must. This includes dealing with client issues and getting management

Requirements

Degree preferred.
Preferred valid Property and Casualty License but will consider Claims & Underwriting experience.
Must have a minimum of 3-5 years in the insurance industry.
Excellent computer and communication skills are necessary.
Must be highly organized
Benefits

Excellent benefits.


• Location: Ventura

• Post ID: 145073567 ventura
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