Account Manager – Private Client Insurance, Coastal Team

Account Manager – Private Client Insurance, Coastal Team Windermere Insurance Group Join to apply for the Account Manager – Private Client Insurance, Coastal Team role at Windermere Insurance Group Responsibilities 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 Seniority Level Mid-Senior level Employment Type Full-time Job Function Finance and Sales Industry Insurance #J-18808-Ljbffr