Howden Middle Market - Private Client Account Manager
Core
Manage a portfolio of personal lines and private client accounts, acting as a trusted advisor for policy placement, renewals, and issue resolution.
Role type
Middle Market Private Client Account Manager
Builds
Personal insurance policies and client service experiences
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Account management, policy lifecycle coordination, coverage review, quote comparison, regulatory compliance, relationship building, documentation management, problem-solving, Microsoft Office proficiency
Preferred skills
Active Property & Casualty license, ability to obtain license within timeframe
Technologies
Agency management systems, Microsoft Office
Responsibilities
Manage assigned portfolio of personal lines and private client accounts; Coordinate new business, renewals, endorsements, and cancellations; Review client exposures and coverage terms; Prepare renewal materials and proposals; Obtain and compare quotes from insurance markets; Process policy changes and billing inquiries; Monitor open items and escalation points; Maintain accurate records in agency management systems; Partner with producers, underwriters, and carriers to support retention and growth.
Seniority
Individual Contributor, Mid-Senior Level