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
Apply tot his job
Apply To this Job
• 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
Apply tot his job
Apply To this Job