Future Consideration

3 weeks ago

Austin, United States Watkins Insurance Group Full time
Job DescriptionJob DescriptionABOUT THE ROLE

As a Private Client Account Advisor specializing in high-net-worth clients, your primary responsibility is managing a portfolio of Private Client personal lines accounts, ensuring client satisfaction and revenue growth. This role requires a balance of exceptional customer service skills, strategic placement of new accounts, and cross-selling to existing clients. Collaboration with Agents who maintain the primary client relationship is vital, and you will engage with Carrier Underwriters, Marketing Reps, and other staff to uphold outstanding service standards for our clients and maintain strong relationships with our carriers. This role offers a unique opportunity to contribute to the success of our agency while providing top-notch service to our high-net-worth clientele.

ABOUT YOU

  • You are an experienced and licensed insurance professional looking to elevate your career in the dynamic world of high-net-worth personal insurance.
  • You are customer-focused. You make every client interaction stand out for its friendliness, professionalism, and helpfulness. You display empathy and leave a positive impression on clients.
  • You are analytical. You will collect information about the client's assets through various methods to analyze risks, assess the client's insurance needs, and help them with decisions on insurance coverage.
  • You are passionate about teamwork. You can balance team and individual responsibilities, are easy to work with, and are willing to help others. The agency's success depends on our ability to work together seamlessly.
  • You are organized. You stay focused on different tasks and use your time effectively and efficiently in order to be proactive and meet deadlines.
  • You have excellent oral and written communication skills. You listen and get clarification, respond well to questions, participate in meetings, write clearly and informatively, present data effectively, and are able to read and interpret written information.

KEY RESPONSIBILITIES
  • Build and maintain strong relationships with high-net-worth clients, understanding their unique insurance needs and providing tailored insurance solutions.
  • Interface with insurance carriers to negotiate coverage, ensure competitive pricing, and stay updated on the latest products and offerings.
  • Oversee the end-to-end process of policy issuance, endorsements, and renewals. Ensure accuracy and compliance with industry standards.
  • Utilize and navigate the agency management system effectively to manage client information, policies, and documentation.

WHAT YOU NEED
  • Active General Lines P&C license with the Texas Department of Insurance.
  • Minimum of 2 years of experience in personal lines insurance.
  • Proficient in Microsoft Office suite (Word, Excel, Outlook), with an aptitude for learning new software and systems.

Preferred Qualifications

  • Four to five years of personal lines insurance experience, including working with high-net-worth clients.
  • Chartered Private Risk and Insurance Advisor or Certified Personal Risk Manager designations.
  • Experience working with high-net-worth carriers.
  • Applied Epic Experience.



WHAT YOU'LL GET

Watkins Insurance Group believes that our employees drive the success of our agency. We are committed to creating a positive and productive place to work. It's an inviting and energetic atmosphere intended to inspire people to bring their wealth of experience, creativity, and enthusiasm to their jobs every day. We take pride in developing internal talent by providing multiple educational channels so that individuals can explore and develop their abilities to the fullest. Watkins has been named a Top Workplace for 13 consecutive years.

We proudly provide benefits and a work environment package to help our employees enjoy their work and life. As a Watkins Insurance Group employee, you will receive a strong total reward package that includes competitive pay, bonuses, generous paid time off, 401(k), etc. All full-time employees are eligible to receive health and wellness benefits on the first day of the month following employment.


We'd love to hear from you if you have the skills and experience to join our team and be a part of our mission to provide exceptional support and advocacy for our clients. Your dedication as a Private Client Account Advisor can make a real difference in people's lives.

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