Job Summary

We are looking for a knowledgeable and client-focused Private Client Insurance Account Manager to oversee a portfolio of high-net-worth accounts. The successful candidate will work closely with clients to understand their unique insurance needs and provide tailored solutions to protect their assets.

Responsibilities

• Manage a portfolio of private client insurance accounts, including high-net-worth individuals and families.
• Develop strong, long-lasting relationships with clients by understanding their insurance needs and providing personalized advice and solutions.
• Collaborate with insurance underwriters to negotiate coverage terms and ensure clients receive the most comprehensive and competitive insurance options.
• Stay updated on industry trends and changes in insurance regulations to provide informed guidance to clients.
• Handle client inquiries, claims, and policy renewals in a timely and professional manner.
• Coordinate with internal teams to ensure efficient and accurate processing of insurance policies and client documentation.

Qualifications/Requirements

• Previous experience handling high-net-worth clients and accounts is required.
• Previous experience with high-net-worth carriers (e.g., Chubb, Pure, Cincinnati, AIG, etc.) required.
• Strong understanding of personal insurance products, including property, casualty, and liability coverage.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
• Detail-oriented with strong organizational and time management abilities.
• Holds an active P&C (Property and Casualty) insurance license.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-EL1