Novatae Risk Group · 1 day ago
High Net Worth PCS Account Manager for Wholesale Company
United States
Full-time
Remote
Senior Level
5+ years expNovatae Risk Group is seeking a highly motivated individual to join their Private Client Solutions team. The role involves providing production marketing, underwriting, and support services to Senior Producers, aiming to achieve department goals related to growth, profit, and client management. This position can be remote for the Jacksonville, FL office.
FinanceFinancial ServicesInsurance
Responsibilities
Assist Broker/Underwriter in managing the service and market placement of Broker's portfolio/ Underwriter’s portfolio of High-Net-Worth personal lines insurance accounts
Maintain cooperative and dependable relationships with retail agencies and brokerages; make marketing calls to the agencies/brokerages on behalf of the Broker/Underwriter
Demonstrate broad knowledge of personal lines insurance coverages with insurance carriers and other markets as well as our in-house program
Evaluate submissions from retail insurance brokers; identifies exposures and coverage required
Identify appropriate markets including in-house program to request quotes from based on coverage requirements
Follow through with market placements as agreed with Broker
Identify and ask for additional underwriting information needed to quote
Communicate and negotiate with insurance markets and retail brokers
Evaluate quotes and contract provisions offered by insurance markets
Present competitive pricing, contract language and necessary details on quotes to retail insurance brokers and discuss any questions and binding of quote with an agent
Work with minimum supervision in completing tasks
Participate, as necessary, on special committees and projects
Qualification
Required
Must have 'high net worth' personal lines experience for both the admitted and non-admitted market
5+ years of relevant experience in a personal line's insurance brokerage or underwriting environment
Demonstrate understanding of personal lines insurance coverages and relevant forms
Must be licensed by appropriate state or be able to quickly obtain insurance license
History of trusted working relationships with carriers and markets
Highest level of customer relations and negotiating skills to effect profitable results
Independent judgment is required to plan, prioritize and organize diversified workload
Critical attention to details
Proficient in Microsoft Office including Word, Outlook, and Excel
Preferred
Bachelor's degree preferred; equivalent experience and knowledge considered
Wholesale brokerage experience preferred
Company
Novatae Risk Group
Empire Underwriters (Empire) is a national insurance wholesaler, excess and surplus lines facility, and program manager.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase