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For Companies At a Glance
- Tasks: Manage a portfolio of real estate clients and ensure top-notch service.
- Company: Join a dynamic team focused on business insurance in the real estate sector.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work environment.
- Why this job: Be part of a growing practice that values client relationships and teamwork.
- Qualifications: 5 years in account management with a focus on business lines; insurance license required.
- Other info: Ideal for self-starters who thrive in fast-paced environments.
The predicted salary is between 36000 - 60000 £ per year.
Account Manager – Business Insurance, Real Estate Team
The primary focus of this role will be to support our growing Real Estate Practice and serve as an Account Manager on a book of established real estate development 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, and maintaining a partnership with the producer and account executive 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 clients
- Resolving client questions, requests and issues with urgency and enthusiasm
- Cross selling / offering lines of coverage that are not currently written, and/or bringing in the internal agency expertise to assist
- 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.
- Mastering and maintaining knowledge of all carrier web-based marketing systems to support the book of business
- Back-office management of documentation that meets agency standard operating procedure requirements and client service standards
EXPERIENCE AND EDUCATION
- At least 5 years of recent Business Lines Account Management experience
- Large property accounts experience preferred
- Demonstrated success in overall customer service
- High School diploma: undergraduate degree preferred
- Property & Casualty insurance agent’s license required
- Professional designation (CPCU/CIC/ACSR/CISR) preferred
- Willingness to continue education is essential
SKILLS AND ABILITIES REQUIRED
- 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
- Ability to understand and manage complex projects while working under tight schedules and deadlines
- 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
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Account Manager – Business Insurance, Real Estate 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 – Business Insurance, Real Estate Team
✨Tip Number 1
Network with professionals in the real estate and insurance sectors. Attend industry events, webinars, or local meetups to connect with potential colleagues and clients. Building relationships can give you insights into the role and may even lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in business insurance, particularly within the real estate sector. Understanding current market conditions and challenges will help you engage in meaningful conversations during interviews and demonstrate your expertise.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client accounts in the past. Highlight your problem-solving skills and ability to maintain strong client relationships, as these are crucial for the Account Manager role.
✨Tip Number 4
Research StudySmarter's values and culture to align your approach during the interview process. Showing that you understand and resonate with our mission can set you apart from other candidates and demonstrate your genuine interest in joining our team.
We think you need these skills to ace Account Manager – Business Insurance, Real Estate Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account management, particularly in business lines and real estate. Use specific examples to demonstrate your success in customer service and managing large property accounts.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience with client retention, cross-selling, and your ability to maintain relationships with insurance representatives, as these are key aspects of the job.
Highlight Relevant Skills: In your application, emphasise your proficiency with Microsoft Office products and any experience with Applied Epic software. Also, mention your problem-solving skills and ability to manage complex projects under tight deadlines.
Showcase Continuous Learning: Mention any professional designations you hold or are pursuing, such as CPCU or CIC. Highlight your willingness to continue education, as this is essential for the role and shows 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 managing client accounts, especially in the real estate sector. Highlight specific examples where you've successfully retained clients or resolved issues quickly and effectively.
✨Demonstrate Your Problem-Solving Abilities
Employ a solution-driven mindset during the interview. Share instances where you've tackled complex problems or improved processes, showcasing your analytical skills and attention to detail.
✨Familiarise Yourself with Industry Tools
If you have experience with Applied Epic or similar software, mention it. If not, take some time to learn about these tools and express your willingness to adapt and learn new systems.
✨Communicate Effectively
Practice your verbal and written communication skills. Be clear and concise in your responses, and demonstrate your ability to build relationships by engaging with the interviewer in a professional yet friendly manner.
