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 $65,000 to $85,000, 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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