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For Companies At a Glance
- Tasks: Manage a portfolio of high net worth clients and ensure top-notch service.
- Company: Join a dynamic team focused on providing exceptional insurance solutions for affluent clients.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work environment.
- Why this job: Be part of a growing team that values client relationships and personal growth.
- Qualifications: 3+ years in account management; insurance license required; strong customer service skills.
- Other info: Ideal for self-starters who thrive in a fast-paced, collaborative setting.
The predicted salary is between 36000 - 60000 £ per year.
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
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-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
Account Manager – Private Client Insurance, Private Client Team employer: Windermere Insurance Group
Contact Detail:
Windermere Insurance Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager – Private Client Insurance, Private Client Team
✨Tip Number 1
Familiarise yourself with the specific needs of High Net Worth and Coastal clients. Understanding their unique risk profiles and insurance requirements will help you stand out during interviews and discussions.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work with Private Client Lines. Building relationships can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Stay updated on the latest trends and changes in the insurance market, particularly those affecting High Net Worth individuals. This knowledge will demonstrate your commitment to the role and your ability to provide informed advice.
✨Tip Number 4
Prepare to discuss your experience with client retention and relationship management. Be ready to share specific examples of how you've successfully managed client accounts and resolved issues in the past.
We think you need these skills to ace Account Manager – Private Client Insurance, Private Client Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Private Client Lines Account Management. Emphasise your success with High Net Worth and Coastal accounts, showcasing specific achievements that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that reflects your enthusiasm for the role. Discuss your understanding of client management and how your skills can contribute to maintaining high service standards and supporting business development activities.
Highlight Relevant Skills: In your application, clearly outline your proficiency with Microsoft Office products and any experience with Applied Epic software. Mention your problem-solving skills and ability to manage client relationships effectively.
Showcase Continuous Learning: Mention any professional designations you hold or are pursuing, such as CISR or CIC. Highlight your willingness to continue education, which is essential for this role, to demonstrate your commitment to professional growth.
How to prepare for a job interview at Windermere Insurance Group
✨Showcase Your Client Management Skills
Be prepared to discuss your experience in managing client accounts, especially in the High Net Worth and Coastal sectors. Highlight specific examples where you successfully retained clients or resolved issues promptly.
✨Demonstrate Your Knowledge of Insurance Products
Familiarise yourself with various insurance products and services relevant to private clients. Be ready to explain how you would advise clients on their coverage needs based on changes in their lifestyle.
✨Emphasise Your Communication Skills
Effective communication is key in this role. Practice articulating your thoughts clearly and professionally, both verbally and in writing. Prepare to discuss how you maintain relationships with clients and colleagues.
✨Prepare for Problem-Solving Scenarios
Expect questions that assess your problem-solving abilities. Think of examples where you identified a client's issue and implemented a solution, showcasing your analytical skills and attention to detail.
