Job Description

Job Summary

Seeking a highly skilled Private Client Account Manager to join the team. The successful candidate will be responsible for managing and servicing a book of high-net-worth personal lines business, working closely with Producers to handle all aspects of client accounts. This role requires a strong knowledge of high-net-worth carriers, products, and coverages, as well as exceptional customer service skills to maintain high client retention.

Compensation Package

• Salary: $85,000 - $95,000 (negotiable for exceptional candidates)
• 401(k) available
• Remote, Hybrid, or In-Office: In-office initially, potential for hybrid arrangement in the future
• Benefits package available

Responsibilities

• Manage and service a book of high-net-worth personal lines business
• Process endorsements, address coverage and billing inquiries, prepare proposals and renewal reviews, issue policies, quote new business, and re-market as needed
• Foster strong relationships with insurance carriers and ensure comprehensive coverage for clients
• Provide exceptional customer service to maintain high client retention and respond promptly to inquiries
• Collaborate with clients to align insurance programs with asset protection and liability needs
• Educate clients on loss prevention and guide them through claims processes
• Prepare and deliver new business proposals and renewal reviews
• Utilize carrier systems to quote or re-market policies
• Stay updated on personal insurance lines of business and work with various insurance carriers

Qualifications/Requirements

• 2+ years of high net worth experience
• Arizona P&C Insurance Producer License
• California P&C Insurance Producer License or ability to obtain within 6 months of hire date
• Experience with Epic software
• Knowledge of personal insurance lines of business and insurance carriers
• Bachelor's in Business or Finance preferred

Soft Skills

• Analytical and interpretative skills
• Proficient in professional business correspondence
• Effective communication and presentation skills
• Creative problem-solving abilities
• Basic algebra and mathematical skills