Windermere Insurance Group
Account Manager – Business Insurance, Real Estate Team
Windermere Insurance Group, Charlotte, Arkansas, United States, 72522
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Account Manager – Business Insurance, Real Estate Team
role at
Windermere Insurance Group
Responsibilities The primary focus of this role will be to support our growing Real Estate Practice and serve as an Account Manager on a book of established real estate development 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, and maintaining a partnership with the producer and account executive 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 clients
Resolving client questions, requests and issues with urgency and enthusiasm
Cross selling / offering lines of coverage that are not currently written, and/or bringing in the internal agency expertise to assist
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.
Mastering and maintaining knowledge of all carrier web‑based marketing systems to support the book of business
Back‑office management of documentation that meets agency standard operating procedure requirements and client service standards
Experience And Education
At least 5 years of recent Business Lines Account Management experience
Large property accounts experience preferred
Demonstrated success in overall customer service
High School diploma; undergraduate degree preferred
Property & Casualty insurance agent’s license required
Professional designation (CPCU/CIC/ACSR/CISR) 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 Epic 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
Ability to understand and manage complex projects while working under tight schedules and deadlines
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
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industries
Insurance
Referrals increase your chances of interviewing at Windermere Insurance Group by 2x
Get notified about new Insurance Manager jobs in
Charlotte, AR .
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Account Manager – Business Insurance, Real Estate Team
role at
Windermere Insurance Group
Responsibilities The primary focus of this role will be to support our growing Real Estate Practice and serve as an Account Manager on a book of established real estate development 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, and maintaining a partnership with the producer and account executive 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 clients
Resolving client questions, requests and issues with urgency and enthusiasm
Cross selling / offering lines of coverage that are not currently written, and/or bringing in the internal agency expertise to assist
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.
Mastering and maintaining knowledge of all carrier web‑based marketing systems to support the book of business
Back‑office management of documentation that meets agency standard operating procedure requirements and client service standards
Experience And Education
At least 5 years of recent Business Lines Account Management experience
Large property accounts experience preferred
Demonstrated success in overall customer service
High School diploma; undergraduate degree preferred
Property & Casualty insurance agent’s license required
Professional designation (CPCU/CIC/ACSR/CISR) 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 Epic 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
Ability to understand and manage complex projects while working under tight schedules and deadlines
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
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industries
Insurance
Referrals increase your chances of interviewing at Windermere Insurance Group by 2x
Get notified about new Insurance Manager jobs in
Charlotte, AR .
#J-18808-Ljbffr