Account Manager, Private Client Personal Lines

Work from home Full-time role Hiring

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:

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