P&C Licensed Senior Account Manager

Job Summary

A company is looking for a Senior Account Manager, Personal Risk (hybrid Charlotte or EST Remote).

Key Responsibilities

• Maintain relationships with carrier and client contacts for assigned accounts and lead client meetings
• Manage the renewal and marketing process in collaboration with Account Executives and Advisors
• Create and maintain client files and policy records in accordance with office procedures

Required Qualifications

• More than 5 years of industry and product line experience
• BA/BS or insurance industry training and/or license preferred; high school diploma or equivalent required
• Minimum of 2-3 years in High-Net-Worth personal insurance service
• P&C Insurance License required upon hire
• Experience with EPIC or other client management CRM preferred