Account Manager, Private Client Personal Lines
Job Description: • Support Account Executives with day-to-day servicing of Private Client accounts, including processing endorsements, renewals, certificates, and policy changes. • Assist in preparing Private Client proposals, presentations, and coverage summaries. • Maintain accurate and up-to-date Private Client records in Applied Epic, ensuring all documentation is complete and compliant. • Liaise with carriers (AIG, Chubb, Cincinnati, PURE, Travelers, Safeco and E&S markets) to obtain quotes, bind coverage, and resolve service issues for Clients. • Track and follow up on outstanding items, such as underwriting requirements, payments, and policy documents for Private Client accounts. • Respond to client inquiries regarding billing, coverage, and claims status, escalating complex issues to Account Executives as needed. • Coordinate with internal teams to ensure timely delivery of client materials and communications. • Monitor renewal timelines and assist with renewal processing to ensure no lapses in coverage. • Contribute to process improvements and team efficiency initiatives. • Provide backup support to other team members during peak periods or absences. Requirements: • Minimum 3 years’ experience in personal lines insurance, preferably with High Net Worth Private Clients. • Hands-on experience with at least two of the following carriers: AIG, Chubb, Cincinnati, PURE. • Familiarity with the E&S (Excess & Surplus) market. • Proficiency with Applied Epic agency management system. • Excellent written and verbal communication skills. • Outstanding attention to detail, organizational, and multitasking skills. • Team-oriented mindset with a proactive approach to problem-solving Benefits: • health, wellbeing, retirement, and other financial benefits • paid time off • overtime pay for non-exempt employees • robust learning and development programs • reimbursement of job-related expenses per the company policy • employee perks and discounts