We're seeking a Private Client Account Manager to join our team, specializing in serving High-Net-Worth clients. This is a crucial support role, working alongside our Account Executives to ensure a seamless experience for our discerning clientele. If you have a passion for providing exceptional service and thrive in a fast-paced environment, we want to hear from you.
Key Responsibilities
Client Servicing: Assist with the day-to-day management of private client accounts, including processing endorsements, renewals, and policy changes.
Documentation & Systems: Maintain accurate records in Applied Epic, ensuring all client information and policy documents are complete and compliant.
Carrier Coordination: Act as a key liaison with top-tier carriers like AIG, Chubb, Cincinnati, and PURE to secure quotes and resolve service issues. Experience with the E&S (Excess & Surplus) market is a plus.
Communication: Handle client inquiries regarding billing and claims, and coordinate with internal teams to ensure timely delivery of client materials.
Proposals & Renewals: Help prepare detailed proposals and coverage summaries, and monitor renewal timelines to prevent any gaps in coverage.
What You Bring
Experience: A minimum of 3 years in personal lines insurance, with a strong preference for experience serving High-Net-Worth Private Clients.
Technical Skills: Proficiency with the Applied Epic system and hands-on experience with at least two of the specified carriers (AIG, Chubb, Cincinnati, PURE).
Attention to Detail: Exceptional organizational and multitasking skills with a meticulous eye for detail.
Communication: Excellent written and verbal communication skills.
Team Player: A proactive, problem-solving mindset and a collaborative, team-oriented attitude.
My name is Brandon Womack and I am hiring for this position. I look forward to hearing from you and discussing your career aspirations! This call is 100% CONFIDENTIAL.
Contact Information
Brandon Womack
gpac Search Consultant - Insurance Division
(605) 800-4384
brandon.womack@gogpac.com
Insurance Agencies Owners or Hiring Authorities: If your team needs any position filled, we can also assist in presenting qualified talent. Please reach out for a consultation today!
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
