Account Manager – Private Client Insurance, Coastal Team

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
• Making 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

Requirements

• 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

• 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
• Able to work independently, apply education and professional experience to achieve outstanding results
• Detail-oriented, with the ability to plan, manage expiration lists and related priorities
• Must possess the ability to work independently, apply education and professional experience to achieve outstanding results
• 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, apply education and professional experience to achieve outstanding results
• Self-starter with an entrepreneurial approach and hands-on experience