Private Client, New Business Account Manager
Core
Generating new business for personal lines insurance coverage (home, auto, umbrella) for individuals and families with higher-value assets.
Role type
New Business Account Manager (Sales)
Builds
Personal lines insurance policies and client relationships
Domain
Insurance / Risk Management
Deliverable
product features
Required skills
prospecting, pipeline management, sales presentation, referral relationship building, client education, documentation management, carrier coordination, market trend analysis
Preferred skills
industry designations (CAIB, CIP, CRM)
Technologies
CRM systems, policy administration software
Responsibilities
Prospect for new clients via outreach, networking, and referrals; manage sales pipeline to meet targets; present insurance solutions; build relationships with wealth advisors and real estate professionals; educate clients on coverage gaps; coordinate with underwriters and carriers for policy placement.
Seniority
Mid-level, hands-on IC