Job title: Private Client Account Manager
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Manager
Location: Houston, TX
Job published: 12/19/2025
Job ID: 147578

Job Description

Private Client Insurance Account Manager

Job Summary

Seeking a highly motivated and experienced Private Client Insurance Account Manager to join a dynamic team. This role, officially titled "Private Client Advisor," involves managing high-net-worth (HNW) accounts and providing exceptional service to the valued clients. The ideal candidate will possess a strong background in personal lines insurance, particularly with HNW carriers, and demonstrate a proactive, empathetic, and client-focused approach.

Compensation Package

  • Salary Range: $70,000 - $85,000 annually (commensurate with experience)
  • 401(k): Employer match available after 90 days
  • Benefits: Comprehensive benefits package provided
  • Work Arrangement: Hybrid (90 days in-office training, then alternating weeks in-office and remote)

Responsibilities

  • Manage a portfolio of high-net-worth personal lines insurance accounts, with policy sizes ranging from $10,000 to $100,000+.
  • Provide end-to-end account management, including quoting, renewals, and servicing.
  • Collaborate with the new business team to onboard clients and assess their needs.
  • Build and maintain strong relationships with clients, ensuring their insurance needs are met with the highest level of professionalism.
  • Work with HNW carriers such as Chubb, PURE, Cincinnati, AIG, and others.
  • Adapt responsibilities based on strengths and performance, with opportunities for growth and increased responsibility.

Qualifications/Requirements

  • Licenses: Active Property & Casualty (P&C) license is required.
  • Experience: Previous experience working with high-net-worth clients and carriers such as Chubb, PURE, Cincinnati, and AIG is essential.
  • Technical Skills: Familiarity with Sagitta and ImageRight software is preferred (training available if needed).
  • Soft Skills:
    • Empathetic and client-focused approach
    • Positive energy and a proactive attitude
    • Strong communication and interpersonal skills
    • Eagerness to learn and grow within the role
    • Ability to work collaboratively within a team-oriented culture
  • Education: No specific educational requirements, but relevant experience is highly valued.

Additional Information

  • Work Environment: Hybrid schedule after 90 days of in-office training. Option to work from the Kingwood office if closer to that location.
  • Training: Comprehensive 90-day training program provided.
  • Onboarding Requirements: Background check, verification of P&C license, and submission of two forms of ID.
  • Start Date: Flexible, but the ideal candidate will be available to start as soon as possible.

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