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