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

• 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

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