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Account Manager

Company: New Level Resources
Location: Key Biscayne
Posted on: November 23, 2022

Job Description:

PVG is an insurance advisory and brokerage group offering integral solutions to private clients by combining expert knowledge and unparalleled service with best-in-class carriers. - -As a small business PVG encourages their employees to reach their career goals in the insurance industry and are there every step of the way to assist in creating meaningful work and community involvement in Key Biscayne, FL. PVG is about protecting members of a community as well as their employees. - -Position Summary -Were seeking an organized and highly motivated insurance account manager to join our growing team. Responsibilities include managing client communications, nurturing key relationships, and keeping track of all necessary documentation, paying close attention to any policy changes, important deadlines, and legal regulations. You will help customers understand their coverage, assist them with any claims as needed, and ensure all relevant data is properly tracked in our secure systems. This is a chance to build on your experience, with plenty of room for growth. -Responsibilities - -

  • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes to ensure full understanding -
  • Update policy changes on customer accounts in our book of business and inform clients about policy changes -
  • Consult with clients to help process quotes and issue renewals or any updates needed to current policies -
  • Document and process new policies, renewals, and endorsements - -
  • Follow up with the necessary contacts on items needed in order for policies to be issued - -
    • Prepare documents for presenting risks to market - -
    • Maintain timeliness and completeness when interacting with clients, the firm, and insurance company partners to minimize potential for errors and omissions claims - -
    • Look for opportunities to improve the firm, business segment and processes - -
    • Bring issues and discrepancies to appropriate leadership -Qualifications: -
      • Experienced in handling personal lines insurance for clients, in particular hnw/ affluent families -
      • Experience working in insurance, ideally with high-net-worth clientele, preferred -
      • Excellent written and verbal communication skills -
      • Moderate knowledge of Microsoft Excel and Word -
        • Ability to learn appropriate insurance company and firm software programs -
        • Experience working in a fast-paced environment -
        • Personal Lines Insurance Experience: 2 years, preferred -
        • Account manager Experience: 5+ years -License/Education: -
          • Current Florida 4-40 License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions, or be willing and able to obtain all required licenses within the first 90 days -Language: - -
            • Must be fluent in Spanish and English - -Location:
              • Hybrid Opportunity -

Keywords: New Level Resources, Key Biscayne , Account Manager, Executive , Key Biscayne, Florida

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