Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Personal Lines High Net Worth Account Manager to their Gaspar Insurance Services team in Woodland Hills Metro Region. 

Job Summary:

Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team.

The Senior Account Manager position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P &C personal insurance.

Essential Functions:

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.
• Address client questions regarding premiums and billing statements
• Provide claims counseling and assistance during the claim settlement process
• Assist client with completion of applications, risk profile assessments and renewal questionnaires
• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
• Re-market client policy renewals as needed given client need and/or current market conditions
• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
• Prepare re-marketing results and provide a detailed renewal review to discuss with the client
• Implement new/renewal program and provide client with detailed evidence of coverage
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed

Competencies & Qualifications:

• 8 years personal lines experience with a background in HNW client/account management services. A background in the Sports & Entertainment field is helpful but not required.
• HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE required, with Cincinnati, Nationwide Private Client Group and Nat Gen Premiere preferred.
• HNW experience with the following required; Coastal homes, CA earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.
• Proper insurance licenses
• Experience with Applied Systems TAM, Excel, Word and general computer skills
• Strong communication skills, work well in a team orientated environment and under pressure
• Good leadership, analytical and organizational skills