Account Manager, Private Equity, Property & Casualty

Summary

Wealthspire is an organization providing wealth management and related advisory services. The Associate Account Manager supports Advisors, Client Executives, and Account Executives in servicing client accounts, managing renewals and marketing processes, preparing presentation materials, maintaining client records, and developing client and carrier relationships under senior team supervision.

Responsibilities

• Begins to develop relationships; attend meetings and may contribute
• Works with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
• Begins to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
• Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

Skills

• Highly organized with excellent verbal and written communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to handle situations in a calm, courteous and professional manner
• Customer focused to establish and maintain effective relationships
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must be able to read, analyze and reconcile financial reports
• Possess strong analytical and problem solving skills
• Sharp attention to detail, decision making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines and technology
• More than 3 years' client service and/or industry and product line experience
• Appropriately licensed or ability to obtain licensing if required
• Associates degree (or equivalent)
• BA/BS preferred

Qualifications

Must Haves

• Highly organized with excellent verbal and written communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to handle situations in a calm, courteous and professional manner
• Customer focused to establish and maintain effective relationships
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must be able to read, analyze and reconcile financial reports
• Possess strong analytical and problem solving skills
• Sharp attention to detail, decision making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines and technology
• More than 3 years' client service and/or industry and product line experience
• Appropriately licensed or ability to obtain licensing if required

Nice to Haves

• Associates degree (or equivalent)
• BA/BS preferred

Benefits

• PTO and paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• This position may be eligible for performance-based incentives