Account Manager, Private Client

As a Private Client Account Manager, you’ll be a trusted advisor to high-net-worth clients—helping protect what matters most to them while shaping long-term relationships built on expertise, trust, and exceptional service. You’ll own the client experience end-to-end, lead renewal strategy, and collaborate closely with Producers to uncover coverage enhancements and growth opportunities.

This role is ideal for a client-focused professional who enjoys combining technical insurance expertise with relationship building, strategic thinking, and career growth in the Private Client space.

• Serve as the primary advisor and day-to-day point of contact for a designated Private Client book of business, consistently delivering a high-touch client experience
• Proactively service and retain accounts by identifying coverage gaps, mitigating risk, and recommending thoughtful protection strategies
• Lead renewal efforts from start to finish—marketing to carriers, analyzing options, negotiating terms, and presenting alternative solutions
• Partner with Producers and PCS leadership to make coverage recommendations, support account rounding, and drive cross-sell and up-sell opportunities
• Educate clients on coverage limitations, emerging risks, and available enhancements to strengthen protection and long-term planning
• Respond to client service requests, policy changes, and claims issues within established timelines, serving as a reliable escalation point when needed
• Maintain accurate, timely documentation of service activity, marketing efforts, and client/carrier communications in the agency management system
• Collaborate across internal teams to deliver seamless service and ensure client expectations are consistently met or exceeded

• 5+ years’ Personal Lines client management experience
• Industry specific designations preferred- CAPI, CPRIA, CIC or similar
• Proficient in insurance agency management systems: AMS 360, Work Smart and EPIC preferred
• Extensive knowledge of Private Client underwriting, coverage and procedures

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets.

Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.