Private Client/Family Office Account Manager

Private Client/Family Office Account Manager

Job Summary:

The Private Client Account Manager oversees a book of high-net-worth insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making. They deliver professional and courteous service to our clients, carrier representatives, underwriters, business partners, and colleagues at Dexter, ensuring a retention rate that meets or exceeds expectations. Additionally, they provide a high level of support to Producers in obtaining, maintaining, and expanding business. They may also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.

Duties and Responsibilities:

• Makes decisions on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other Dexter personnel on all aspects of client service, marketing, and renewal while adhering to Dexter’s best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, correspondence, documents, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability.
• Stays abreast of changes in the insurance industry and other external conditions that may impact their clients.
• Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve.
• May negotiate with underwriters and carriers.
• Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned book of business.
• Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals.
• Identifies and follows-up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all Dexter computer systems and automated agency management systems when necessary.
• Ensures the accuracy of data in those systems.
• Travels on company business as required.
• Prepares reports for management as required.
• Attends industry related continuing education training and courses.
• Performs other duties and projects as assigned.

Qualifications:

·        Required

o  3 years of applicable insurance/agency experience

o  Property & Casualty License

·        Preferred

o  Bachelor’s Degree

Knowledge, Skills, & Abilities/Ideal Candidate Skills:

·        Exceptional written and verbal communication skills.

·        Superior customer service and problem-solving skills.

·        Proficiency with Microsoft Office Suite (PowerPoint, Word, Excel, Outlook).

·        Detail-oriented self-starter.

·        Ability to work in a team environment.

·        Significant skill in handling competing demands and projects.

·        Excellent organizational skills and ability to prioritize and delegate responsibility.

Company Values & Culture:

At Dexter & Company, we are guided by our core values: 

·        Teamwork - We collaborate selflessly to achieve shared success, valuing diverse perspectives and supporting one another with trust and respect. We take accountability for our role within the team, contributing proactively, communicating openly, and prioritizing the collective goal over individual interests. We remain solution-oriented, addressing challenges with a constructive mindset and a commitment to progress.

·        Integrity - We uphold the highest ethical standards in every decision and action, ensuring honesty, fairness, and transparency in all interactions. We take accountability for our choices, owning both our successes and failures, and consistently doing what is right—even when no one is watching.

·        Professionalism - We set the gold standard in expertise, respect, and conduct, treating others as we wish to be treated while consistently representing our organization with excellence. We take accountability for our performance and behavior, ensuring that our words and actions reflect reliability, competence, and a commitment to continuous improvement.

·        Superior Service - We go above and beyond to exceed expectations, anticipating needs and delivering outstanding experiences to clients and colleagues alike. We take accountability for the quality of our service, acting with urgency, ownership, and a relentless commitment to adding value in every interaction. We continuously seek innovative ways to improve, adapt, and elevate the service we provide.

While Service Beyond Self is not listed as one of our Core Values, it is part of our mission and who we are as an organization - building on our Superior Service.

·        Service Beyond Self - We extend our commitment to Superior Service beyond our organization, actively engaging in efforts that strengthen and support our local communities. We take accountability for making a difference through volunteerism, philanthropy, and responsible corporate citizenship.

We foster an environment where employees are empowered to grow and contribute meaningfully. The ideal candidate will align with these principles and integrate them into their daily work.