Job Description

Private Client Insurance Account Manager

Job Summary

Looking for a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth accounts and providing exceptional service to valued clients.

Compensation Package

• Salary Range: $70,000 - $85,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of HNW and middle-market accounts, with account sizes ranging from $10,000 to $100,000+.
• Handle end-to-end account management, including renewals, endorsements, and client communications.
• Collaborate with the new business team to quote and onboard new clients during the initial phase of employment.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with empathy and professionalism.
• Work with HNW carriers such as Chubb, PURE, Cincinnati, and AIG to provide tailored insurance solutions.
• Utilize software systems such as Sagitta and ImageRight (training provided if necessary).

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Prior experience working with HNW carriers and clients is essential.
• Technical Skills: Familiarity with Sagitta and ImageRight is a plus but not mandatory.
• Soft Skills:
  • Empathy and understanding when working with HNW clients.
  • Positive energy and a proactive, go-getter attitude.
  • Strong communication and interpersonal skills.
  • Eagerness to learn and adapt to new challenges.

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 employer's discretion.

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