Find a job 
Featured Companies 
Featured Universities 
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 private client insurance for affluent individuals.
- 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 environment.
The predicted salary is between 36000 - 60000 £ per year.
Account Manager – Private Client Insurance, Private Client Team
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
#J-18808-Ljbffr
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
Network with professionals in the insurance industry, especially those who specialise in High Net Worth and Coastal accounts. Attend industry events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the role.
✨Tip Number 2
Familiarise yourself with the latest trends and changes in private client insurance. This knowledge will not only help you during interviews but also demonstrate your commitment to staying informed about the industry.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlight your problem-solving skills and ability to handle complex situations, as these are crucial for the Account Manager role.
✨Tip Number 4
Showcase your proficiency with Microsoft Office and any experience with Applied Epic software. If you have certifications like CISR or CIC, be ready to discuss how they have enhanced your skills in managing client accounts effectively.
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 in customer service and any specific experience with High Net Worth or Coastal accounts.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role. Mention your understanding of the responsibilities, such as managing client relationships and cross-selling insurance products, and how your skills align with these tasks.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as problem-solving abilities, proficiency in Microsoft Office, and experience with insurance software like Applied Epic. Provide examples of how you've used these skills in past roles.
Showcase Continuous Learning: Mention any professional designations you hold or are pursuing, such as CISR 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 in managing high net worth clients. Highlight specific examples where you successfully retained clients or resolved complex issues, demonstrating your ability to maintain strong relationships.
✨Demonstrate Industry Knowledge
Familiarise yourself with the latest trends in private client insurance and be ready to discuss how changes in clients' lifestyles can impact their risk profiles. This shows that you are proactive and knowledgeable about the industry.
✨Highlight Your Problem-Solving Abilities
Prepare to share examples of how you've tackled challenges in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses, showcasing your analytical skills and solution-driven mindset.
✨Emphasise Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly and professionally. Be ready to discuss how you've built relationships with clients and colleagues, as well as how you handle difficult conversations.
