Private Client Account Manager
Private Client Account Manager
Posted on :
25-06-2025
Employer Active
1 Vacancy
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Job Description
Job Description
Job Summary
We are looking for a knowledgeable and client-focused Private Client Insurance Account Manager to oversee a portfolio of high-net-worth accounts. The successful candidate will work closely with clients to understand their unique insurance needs and provide tailored solutions to protect their assets.
Responsibilities
- Manage a portfolio of private client insurance accounts including high-net-worth individuals and families.
- Develop strong long-lasting relationships with clients by understanding their insurance needs and providing personalized advice and solutions.
- Collaborate with insurance underwriters to negotiate coverage terms and ensure clients receive the most comprehensive and competitive insurance options.
- Stay updated on industry trends and changes in insurance regulations to provide informed guidance to clients.
- Handle client inquiries claims and policy renewals in a timely and professional manner.
- Coordinate with internal teams to ensure efficient and accurate processing of insurance policies and client documentation.
Qualifications/Requirements
- Previous experience handling high-net-worth clients and accounts is required.
- Previous experience with high-net-worth carriers (e.g. Chubb Pure Cincinnati AIG etc.) required.
- Strong understanding of personal insurance products including property casualty and liability coverage.
- Excellent communication and interpersonal skills with the ability to build rapport and trust with clients.
- Detail-oriented with strong organizational and time management abilities.
- Holds an active P&C (Property and Casualty) insurance license.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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