Private Client Account Manager
Core
Managing a book of insurance business for affluent clients, including personal lines accounts, by preparing annual reviews, conducting client meetings, and making recommendations for improvements.
Role type
Private Client Account Manager
Builds
Insurance programs and services for high-net-worth individuals
Domain
Insurance (Property, Casualty, Life, Health)
Deliverable
client delivery
Required skills
Managing affluent client accounts, preparing annual review reports, conducting client meetings, analyzing and comparing insurance plans, negotiating with underwriters and carriers, troubleshooting claims and billing issues, developing new business from existing accounts, cross-selling opportunities
Preferred skills
Experience with high net worth insurance carriers (e.g., Chubb), experience with large Personal Lines accounts, proficiency in automated agency management systems
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Managing a book of insurance business for affluent clients, preparing annual review reports and conducting client meetings, acting as liaison between clients and insurance carriers, negotiating with underwriters and carriers, troubleshooting claims and billing issues, developing new business and contributing to departmental production goals
Seniority
Mid-level, hands-on IC