Account Manager, Private Client Services
Core
Manage, retain, and grow an assigned book of accounts by advising clients on insurance policies and products to protect their financial assets.
Role type
Senior Account Manager (Private Client Services)
Builds
Insurance policies and coverage solutions for individuals and organizations
Domain
Insurance / Risk Management
Required skills
Personal Lines insurance expertise, carrier manual knowledge, front-end underwriting, quotation generation, conflict resolution, compliance documentation, Microsoft Office proficiency
Preferred skills
Property and Casualty license, Epic system experience, General Insurance designation
Responsibilities
Manage assigned book of accounts, advise customers on insurance products, perform front-end underwriting, provide quotations and proposals, handle customer communications and conflict resolution, document all interactions, oversee administrative functions like renewals and billing
Seniority
Senior, hands-on IC