Windermere Insurance Group
Account Manager – Private Client Insurance, Coastal Team
Windermere Insurance Group, Hilton Village, Virginia, United States
Account Manager – Private Client Insurance, Coastal Team
The primary focus of this role will be to support our growing 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, and 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
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 local knowledge of carrier appetites for Coastal risks and be proficient in the rating procedures and platforms to support the book of business
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 Epic/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
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 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
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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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
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 local knowledge of carrier appetites for Coastal risks and be proficient in the rating procedures and platforms to support the book of business
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 Epic/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
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 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
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
#J-18808-Ljbffr