Account Manager

4 weeks ago

Charlotte, United States Windermere Insurance Group LLC Full time

Account Manager – Private Client Insurance, Private Client Team The primary focus of this role will be to support our growing High Net Worth and Coastal client base as an Account Manager on a book of established and new clients. Your primary responsibilities in this role will be the ongoing, day-to-day management of your book of business, retention of new and renewal clients, maintaining a partnership with the producer(s) to support business development activities while upholding the highest of service standards to our clients. Your duties will include, but are not limited to:

Managing established book of existing and onboarding of new clients

Resolving client questions, requests and issues with urgency and enthusiasm

Cross selling / offering lines of coverage that are not currently written

Staying abreast of changes in clients’ lifestyle that impact their risk profile and coverages

Conducting annual reviews of clients’ insurance program and recommending appropriate changes in products and services to meet client needs

Marketing and negotiating renewals for existing clients

Maintaining relationships with multiple insurance company and broker representatives to competitively negotiate and obtain quotes, binders, endorsements, etc.

Understanding and maintaining knowledge of carrier products and services to advise and counsel on complex risks and be proficient in the rating procedures and platforms to support the client base

Checking policies for accuracy and preparing client communication for delivery, invoices, summaries of insurance, certificates, ID cards, evidence of insurance, binders, endorsements, etc.

Utilizing the TAM/Applied system in an accurate and timely manner to meet agency standard operating procedure requirements and client service standards

EXPERIENCE AND EDUCATION

At least 3 years of recent Private Client Lines Account Management experience

High Net Worth and/or Coastal accounts experience preferred

Demonstrated success in overall customer service

High School diploma: undergraduate degree preferred

Property & Casualty insurance agent’s license required

Professional designation (CISR/CIC/API/CPRM/CPIA/CRM/CPCU) preferred

Willingness to continue education is essential

SKILLS AND ABILITIES REQUIRED

Technical: Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint. Applied TAM software proficiency preferred, but not required.

Ability to work with internal and external clients at all levels

High level of organization ability

High degree of self-discipline and motivation

Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient

Solution driven problem-solving skills and proven analytical skills

Must be detail-oriented, with the ability to plan, manage expiration lists and related priorities

Must possess the ability to work independently, applying education and professional experience to achieve outstanding results

Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision, and the highest level of client service through solutions

Team player with a strong work ethic

Effective, professional verbal and written communication skills

Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships

High level of maturity and stability with an "optimistic" approach

A self-starter with an entrepreneurial approach and hands-on experience

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