Private Client Account Manager
Core
Manages a book of personal line insurance business focused on affluent clients, preparing annual review reports and conducting client meetings to review insurance programs and make recommendations.
Role type
Private Client Account Manager
Builds
Insurance programs and risk management solutions for affluent individuals and businesses
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Insurance account management, client relationship management, insurance plan analysis, carrier liaison, claims and billing troubleshooting, new business development, cross-selling
Preferred skills
Experience with farm & ranch accounts, middle market accounts, high net worth insurance carriers
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Manage personal line insurance book for affluent clients, prepare annual review reports, conduct client meetings, oversee transaction processing, act as liaison between clients and carriers, negotiate with underwriters, troubleshoot claims and billing, develop new business from existing accounts
Seniority
Mid-level, hands-on IC