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For Companies At a Glance
- Tasks: Manage a diverse book of clients, ensuring top-notch service and support.
- Company: Join a dynamic team focused on private client insurance in a coastal setting.
- Benefits: Enjoy competitive pay, professional development opportunities, and a supportive work culture.
- 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 environment.
The predicted salary is between 36000 - 60000 £ per year.
Account Manager – Private Client Insurance, Coastal Team
The primary focus of this role will be to support our growing 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, and 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
- 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
EXPERIENCE AND EDUCATION
- 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 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
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Account Manager – Private Client Insurance, Coastal 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, Coastal Team
✨Tip Number 1
Familiarise yourself with the Coastal insurance market. Understanding the specific risks and needs of clients in this area will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the Private Client Insurance sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the latest trends and challenges in the field.
✨Tip Number 3
Brush up on your negotiation skills. As an Account Manager, you'll need to negotiate renewals and quotes effectively, so consider taking a short course or reading up on best practices to enhance your abilities.
✨Tip Number 4
Showcase your customer service experience. Be prepared to discuss specific examples of how you've successfully managed client relationships and resolved issues in previous roles, as this will be crucial for the position.
We think you need these skills to ace Account Manager – Private Client Insurance, Coastal Team
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in Private Client Lines Account Management. Emphasise any specific achievements or responsibilities that align with the job description, such as managing client relationships or cross-selling insurance products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your experience with Coastal accounts and how you 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. Also, mention your problem-solving skills and ability to work independently, as these are crucial for the role.
Showcase Continuous Learning: Demonstrate your willingness to continue education by mentioning any relevant certifications or courses you have completed or plan to pursue. This shows your commitment to professional growth and aligns with the company's expectations.
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, particularly in the Private Client Lines sector. Highlight specific examples where you've successfully retained clients or resolved issues quickly and effectively.
✨Demonstrate Industry Knowledge
Familiarise yourself with the Coastal insurance market and be ready to discuss how changes in clients' lifestyles can impact their risk profiles. This shows that you understand the nuances of the role and are proactive in your approach.
✨Highlight Your Problem-Solving Abilities
Prepare to share instances where you've tackled complex client issues or improved processes. Emphasising your solution-driven mindset will resonate well with interviewers looking for someone who can navigate challenges effectively.
✨Communicate Clearly and Professionally
Since effective communication is key in this role, practice articulating your thoughts clearly. Use professional language and ensure you convey your ideas confidently, both verbally and in writing, to demonstrate your suitability for the position.
