Account Manager – Private Client Insurance, Private Client 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
• Maintaining a partnership with the producer(s) to support business development activities
• 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
• 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

Requirements

• 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