Account Manager - Private Client Insurance, Private Client Team

Account Manager – Private Client Insurance, Private Client Team
Windermere Insurance Group is seeking an experienced Account Manager to support our growing High Net Worth and Coastal client base.

Responsibilities

Manage established book of existing and onboarding of new clients.

Resolve client questions, requests and issues with urgency and enthusiasm.

Cross‑sell / offer lines of coverage that are not currently written.

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

Conduct annual reviews of clients’ insurance programs and recommend appropriate changes in products and services to meet client needs.

Market and negotiate renewals for existing clients.

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

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

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

Utilize the Epic/Applied system accurately and timely to meet agency SOP 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

Intermediate to advanced proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint); Applied Epic proficiency preferred.

Ability to work with internal and external clients at all levels.

High level of organization.

High degree of self‑discipline and motivation.

Ability to follow and develop processes and procedures to improve agency efficiency.

Solution‑driven problem‑solving and analytical skills.

Detail‑oriented; ability to plan, manage expiration lists and related priorities.

Ability to work independently, applying education and professional experience to achieve outstanding results.

technical and cognitive abilities to ensure accuracy, precision, and high level of client service.

Team player with a strong work ethic.

Effective, professional verbal and written communication.

Demonstrates tact, diplomacy, discretion, and judgment with ability to build and maintain relationships.

High level of maturity and optimistic approach.

Self‑starter with entrepreneurial approach and hands‑on experience.

Seniority level
Mid‑Senior level

Employment type
Full‑time

Job function
Finance and Sales

Industries
Insurance

Location
Batesville, AR

Salary
$40,000.00–$50,000.00

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