HNW/Personal Lines Account Manager

The Rogan Group

Risk & Insurance Management Recruiting

Our client, a growing Insurance Broker based in Bergen County NJ is seeking a Personal Lines Account Manager. Very competitive salary + bonus and benefits package. This role can be fully remote.

This positions will act as the primary client relationship manager with responsibility for overall account servicing to new and existing Personal Lines Clients.

Duties:

  • Title: Personal Lines Account Manager
  • Day to day service and management of HNW book of business
  • Address client questions regarding premiums and billing statements
  • Provide claims counseling and assistance during the claim settlement process
  • Evaluate policy coverage terms and limits
  • Prepare re-marketing results and provide a detailed renewal review to discuss with the client
  • Implement new/renewal program and provide client with detailed evidence of coverage
  • Cross-sell/upgrade existing coverage and/or present additional coverages as needed

Qualifications:

  • 8+ years retail agency experience in Personal Lines
  • Sports & Entertainment experience is a plus
  • HNW experience needed
  • P&C license
  • Proficient with MS office products
  • Knowledge of insurance coverage and terminology
  • Insurance designations a plus

If you would like to discuss this position further, please call Cindy Carr 443-394-7045 or email ccarr@rogangroup.com.

The Rogan Group, Inc. – is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com

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