Private Client Account Manager, Personal Lines

• Serve as the primary point of contact for a portfolio of personal lines and high-net-worth clients
• Provide excellent client service, including policy changes, billing questions, coverage inquiries, and problem-solving
• Perform annual renewal and account reviews, identifying coverage gaps and enhancement opportunities
• Educate clients on policy features, endorsements, and risk mitigation strategies
• Manage policy changes, coverage questions, and day-to-day client service needs
• Partner with carriers, brokers, and MGAs to place new and hard-to-place risks
• Support Advisor with proposals, prospect opportunities, and client presentations as needed

• At least 10 years of Property & Casualty insurance experience
• 5 years serving affluent and/or high-net-worth households
• Active Property & Casualty Insurance license (required)
• Experience advising affluent individuals and families on personal insurance programs
• Strong written and verbal communication skills, with the ability to explain complex coverage clearly
• Proven personal lines account management experience and knowledge of carrier products and policy language
• Ability to manage multiple client requests with accuracy, responsiveness, and attention to detail
• Proficiency with agency management systems (AMS
  360 preferred), carrier platforms, and Microsoft Office Suite
• A self-sufficient, collaborative work style, effective both independently and as part of a team

Demonstrates extensive experience in Property & Casualty insurance, particularly in managing personal lines for high-net-worth clients. Proficient in client service, policy management, and effective communication of complex insurance concepts.

• Property & Casualty Insurance Experience
• Personal Lines Account Management
• Active Property & Casualty Insurance License
• Client Service Excellence
• Agency Management Systems Proficiency

• Policy Management
• Coverage Analysis
• Risk Mitigation Strategies
• Account Reviews
• Insurance Program Advising

• Strong Communication Skills
• Attention to Detail
• Collaborative Work Style
• Problem-Solving Ability
• Responsiveness

• Active Property & Casualty Insurance License

• High-Net-Worth Clients
• Personal Insurance Programs
• Affluent Households
• Policy Endorsements
• Coverage Gaps

• AMS
  360
• Carrier Platforms
• Microsoft Office Suite