High Net Worth CSR

Job Description

High Net Worth Customer Service Representative (HNW CSR)

Job Summary

Seeking a dedicated and experienced High Net Worth Customer Service Representative (HNW CSR) to join a growing team. This role is an exciting opportunity to work in a laid-back, family-oriented, and low-stress environment while contributing to the growth of a new division. The successful candidate will be responsible for managing high-value personal lines accounts, including auto, home, jewelry, boats, yachts, and more. If you are a motivated professional with a passion for delivering exceptional client service, encourage you to apply.

Compensation Package

• Salary: $60,000 - $70,000 annually, depending on experience.
• Benefits:
• 401(k) with a 3% employer match.
  

Responsibilities

• Provide exceptional customer service to high-net-worth clients.
• Handle quoting, client interactions, and new business development.
• Service and manage a book of business, including both high-value and standard market accounts.
• Work with high-value carriers such as Chubb, AIG, Cincinnati, PURE, and others.
• Collaborate with the team to ensure client satisfaction and retention.
  
  

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience working with high-value carriers and accounts.
• Technical Skills: Proficiency in Hawksoft software is preferred.
• Soft Skills:
• Strong interpersonal and communication skills.
• Ability to thrive in a laid-back, family-oriented, and low-stress environment.
• Team player with a positive attitude and a commitment to client satisfaction.
• Detail-oriented and organized.
• Adaptable and proactive in managing client needs.