Job Summary
An insurance brokerage has a current position open for a Remote Insurance Private Client Account Manager in Phoenix.
Candidates will be responsible for the following:
- Develop and maintain proactive communications with clients and underwriters
- Analyze client’s lost exposures and determine coverage needs
- Prepare proposals and meet with clients to present recommendations
Applicants must meet the following qualifications:
- Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge
- 3+ years’ high net worth Personal Lines experience, required
- Established relationships HNW carriers and their offereings (Chubb, Pure, AIG, etc.), required
- Arizona P&C License, required
- CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe
