Job Summary
A company is looking for an Affluent Personal Lines AVP/VP for managing complex client relationships in the personal lines insurance sector.
Key Responsibilities
- Develop and maintain relationships with complex clients while acting as a subject matter expert on Property & Casualty products
- Manage a book of business of approximately 125-175 accounts and negotiate with carriers for optimal results
- Collaborate with the Senior Leadership team to ensure client deliverables are executed accurately and conform to standards
Required Qualifications, Training, and Education
- At least 10 years of experience in Personal Lines and High Net Worth Account/Client Management
- A bachelor's degree is preferred; HS Diploma or GED is required
- Experience with agency management systems/CRM is required; familiarity with Epic is a plus
- Property & Casualty Broker's License required upon hire
- Preferred designations include CPCU, CPRIA, CAPI, or other P&C certifications
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