- Build meaningful relationships with affluent clients while providing them with solutions
- High visibility to Senior Leadership work alongside Client Services, Sales and Agency Leadership who prioritize your learning and development
- Opportunity for upward mobility and advancement opportunities across AssuredPartners
- Learn insurance contracts for the above carriers including Auto, Home, Collections, Watercrafts, Umbrella, Flood & Earthquake coverage.
- Learn the quoting software systems for each carrier.
- Complete New Business Questionnaire and collect underwriting data for new potential clients, this includes researching on-ine real estate websites, tax assessors website data, determining flood zones, virtual home inspections via Google Maps/Earth, order driving records, loss history reports, employer/occupation information and overall complete family profile.
- Generate quotes via carrier websites and complete the AssuredPartners proposal document for the sales team.
- Update Annual Review summary document for VIP clients. This is an overview of the clients insurance policies in a quick and easy to read format.
- General duties include Endorsements, Claims, Billing, Certs, Auto ID Cards.
- High level duties: Educating clients on marketplace trends, keeping up on current events, tracking internal carrier underwriting & rate changes.
- Time management is crucial and we do a lot of implementation of ongoing training.
- Critical thinking and problem solving is an everyday task.
- Competitive base salary?of $65,000-$75,000
- Remote work for West Region employees
- Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options???
- Company match 401(k) plan 50% up to 6%??
- Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers???
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists??
- Pet benefits & discounts???
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners?
- 5+ years of personal lines experience with exposure to high net worth clients required
- Property and Casualty License required
- Residing in the West Region
- Working knowledge of available personal lines coverages based on business and industry
- Proficient in providing client service through electronic, telephone, and in-person interaction
- Problem solving skills; strong written and verbal communication skills
- Proficient in use of Agency Management software, or demonstrated skill at quickly learning new
systems - Proficient in use of Microsoft Office or similar software, including spreadsheet and presentation
software
Account Manager, Private Client - Seattle, United States - AssuredPartners
Description
Overview:
As experts in protecting what matters most to individuals, AssuredPartners is looking to bring on our next Property and Casualty Licensesd Account Manager to support our Private Client department and deliver exceptional risk management solutions to our growing, high net worth client base.
Our Account Manager will educate and consult clients on purchasing appropriate insurance coverage for their homes across the US, luxury vehicles, yachts, fine art collections, jewelry, wine, and other special interests. In this role, you will manage the clients' families' needs as they learn to drive, transition into college and later split off from parents portfolios. You will also assist in the structure of asset protection relating to Trusts, LLCs and other privacy related issues.
As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in growing their career in the insurance industry. Opportunity awaits you with us
Why this Role?
To help you make the best decision for your personal growth, its important to us to share a glimpse of what we offer our top asset, our people:??
AssuredPartners is passionate about fueling our clients innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
Were proud to be the fastest-growing independent insurance broker in America, but were even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger