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.

• 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, , evidence of insurance, binders, endorsements, etc.
• Utilize the Epic/Applied system accurately and timely to meet agency SOP 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.

• 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.

Mid‑Senior level

Full‑time

Finance and Sales

Insurance

Batesville, AR

$40,000.00–$50,000.00