Private Client Account Manager
Private Client Account Manager
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$ 65000 - 85000
1 Vacancy
Job Description
Job Description
Private Client Account Manager
Overview
We are seeking a highly skilled and experienced Private Client Account Manager to join our growing team. This role is pivotal in supporting our high-net-worth clients by delivering exceptional service and expertise in personal lines insurance. The ideal candidate will have a proven track record in the private client space a deep understanding of high-value accounts and a commitment to building long-term client relationships. This is an exciting opportunity to join a collaborative and efficient team as we expand into a new office in Charleston.
Responsibilities
- Manage a book of business with a focus on high-net-worth clients including high-value homes builders risk flood and other personal lines insurance.
- Bind and issue new business for producers ensuring accuracy and compliance with carrier guidelines.
- Conduct full account reviews audits and present findings to clients.
- Handle day-to-day service requests including policy changes and renewals.
- Collaborate with producers account executives and account managers to deliver seamless client experiences.
- Maintain strong relationships with carriers such as Cincinnati Pure Chubb AIG Vault and others.
- Utilize EPIC software for account management and documentation.
Qualifications
- Licenses/Designations: Active Property & Casualty (P&C) license required.
- Experience: 5-10 years in the private client insurance space preferably with a stable tenure at a single agency.
- Proven expertise in managing high-net-worth accounts and delivering exceptional client service.
- Familiarity with carriers and markets in the high-value personal lines space.
- Strong organizational multitasking and communication skills.
- Proficiency in EPIC software is preferred but not required (training available).
- Team-oriented mindset with adaptability and a willingness to learn.
Day-to-Day
- Collaborate with producers to bind and issue new business.
- Conduct renewal quoting and binding ensuring timely and accurate processing.
- Address client inquiries and service requests maintaining a high level of responsiveness.
- Perform account reviews and audits to identify opportunities for coverage enhancements.
- Work closely with team members to ensure efficient workflows and balanced workloads.
- Participate in a hybrid work environment with remote work on Mondays and Fridays once the Charleston office opens.
Benefits
- Competitive salary range of $65000 to $85000 with potential to exceed six figures through quarterly book bonuses and annual profit sharing.
- Comprehensive benefits package including 401(k) options.
- Opportunity to work in a collaborative and respectful team environment.
- Access to advanced technology and tools including Applied EPIC and Teams channels.
- Supportive management structure that prioritizes employee well-being and workload balance.
- Professional development opportunities and exposure to high-net-worth clientele.
Join our team and be part of a dynamic organization that values expertise collaboration and client satisfaction. If you are a seasoned professional with a passion for the private client space we encourage you to apply today.
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Required Experience:
Manager
Employment Type
Full-Time
