Account Manager, Private Client

Risk Strategies Company; Wisconsin; On-site; USD 65,000 - 85,000; Full time

Job summary

A prominent insurance firm in Wisconsin is seeking a Talent Acquisition Partner to develop strong relationships with clients and support Producers in marketing initiatives. The ideal candidate will have 2-3 years of High Net Worth client management experience and be proficient in insurance management systems. Responsibilities include servicing existing accounts, educating clients on coverage, and executing analysis on policies. This role is crucial for driving renewal efforts and business growth.

Qualifications

• 2-3 years of High Net Worth client management experience.
• Proficient in insurance agency management systems.
• Extensive knowledge of Personal Lines underwriting and coverage analysis.

Responsibilities

• Build and maintain constructive relationships with customers.
• Service and retain existing accounts while developing new business.
• Document and update client communications and policy details.

Skills

Client relationship management

Problem-solving

Communication

Education

Industry specific designations (CISR, ARM)

Tools

AMS 360

Work Smart

Job description

Talent Acquisition Partner @ Risk Strategies Company | Coaching, HR Transformation

Direct message the job poster from Risk Strategies Company

The ideal candidate will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with Producers on prospective marketing initiatives. The ideal candidate will be an interpersonal and proactive problem solver with demonstrated success in servicing a book of High Net Worth accounts.

Your Impact

• Build and maintain constructive relationships with customers by meeting and exceeding expectations
• Actively service/retain existing accounts and develop new business opportunities
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly
• Schedule personal client meetings at annual renewal or more frequently to maintain client contact
• Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status
• Respond to client inquiries, service requests and claims issues within established timeline.
• Inform and educate clients regarding coverage, exclusions and exposures
• Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotation for additional coverages, and document our proposal in addition to client’s acceptance/declination in AMS

Successful Candidate Will Have:

• 2-3 years’ experience of High Net Worth client management experience
• Industry specific designations preferred – CISR, ARM or similar
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred
• Extensive knowledge of Personal Lines underwriting, coverage, rate analysis, and experience reporting