Account Manager, Private Client

Job Summary

A company is looking for an Account Manager, Private Client Personal Lines - Remote (PST).

Key Responsibilities

• Support Account Executives with day-to-day servicing of Private Client accounts, including processing endorsements, renewals, certificates, and policy changes
• Maintain accurate and up-to-date Private Client records in Applied Epic, ensuring all documentation is complete and compliant
• Liaise with carriers to obtain quotes, bind coverage, and resolve service issues for Clients

Required Qualifications

• 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