Remote Insurance Private Client Account Manager in Phoenix

Location: Arizona

Compensation: To Be Discussed

Staff Reviewed: Sat, Oct 24, 2020

Job Category: Account Management

Remote Level: Partially Remote

Employer Type: Employer

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