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 TAM/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

Technical: Intermediate to advanced-level proficiency with Microsoft Office Products: Excel, Word, Outlook, and PowerPoint. Applied TAM 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
Job Category: Service
Job Type: Full Time
Job Location: Charlotte

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