Senior Account Manager, Private Client Group

As a Senior Account Manager in our Private Client Group, you will manage a sophisticated portfolio of high net worth clients with complex insurance programs, primarily supporting accounts averaging between $5,000 - $19,999 in commissionable revenue. Collaborating closely with Risk Advisors and our carrier marketing team, you will provide risk management guidance and leverage your high-net-worth carrier and industry knowledge to develop long-term placement strategies for complex accounts.

You will lead personalized annual reviews with clients proactively redesigning accounts to suit changing lifestyles. We view service through a hospitality lens, prioritizing personalized attention, responsiveness, and a seamless client experience at every touchpoint. You will serve as a subject matter expert within the department, mentoring and training junior team members. The ideal candidate combines strong technical skills with relationship-building abilities and a proactive approach, contributing to process improvements as we grow and enhance service for our clients.

• Manage a sophisticated, high-volume book of complex high net worth clients, independently and with high-touch service and proactive risk management guidance.
• Work the full lifecycle of new and renewal business, including marketing, underwriting, quoting, and placement strategy for complex personal lines accounts.
• Lead personalized annual reviews with clients proactively redesigning accounts to suit changing lifestyles.
• Develop and present tailored client-facing materials such as proposals, coverage comparisons, and renewal strategies that align with client needs and carrier offerings.
• Work with carrier marketing team to leverage strong relationships and negotiation skills with high net worth carriers to secure competitive terms and creative coverage solutions.
• Provide consultation to clients on coverage enhancements, risk exposure, claims impact, and industry trends to strengthen client protection.
• Act as the primary point of contact for client service and issue resolution, supporting high client satisfaction and retention.
• Provide subject matter expertise in specialty areas (e.g., coastal properties, vacation rentals, E&S).
• Contribute to process improvement initiatives and help scale service delivery.
• Mentor new and developing team members, reinforcing agency best practices and service standards.
• Participate in receivables management, account reconciliation, and contribute to ongoing business operations.
• Deliver a strong client experience through responsive communication and proactive renewals.
• Follow department and agency defined processes, procedures, and workflows.
• Participate in internal training sessions as well as carrier system training.
• Ensure compliance with agency processes, confidentiality standards, and quality metrics.
• Engage in ongoing professional development through training and learning opportunities.
• Support special projects and additional responsibilities as needed.
• Effectively use MS Office, standard office applications, and other technologies.
• Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
• Work effectively with all team members, provide backup support, and contribute to team collaboration.
• Demonstrate alignment with the company’s purpose, values, and team-oriented culture.
• Stay current on product changes, carrier requirements, regulatory changes, and market trends.

• 5+ years of high net worth personal lines experience.
• College Degree Preferred; equivalent professional experience considered.
• Strong knowledge and experience with underwriting, marketing, and quoting with specialty insurance carriers such as Chubb, AIG, PURE, among others.
• Property & Casualty Insurance License in good standing required.
• Strong knowledge, familiarity, and relationships with the E&S Market/non-standard risks.
• Commitment to continuous process improvement and contributing to team growth.
• Experience in marketing and placement of coastal and wildfire properties, flood, and builders’ risk.
• Experience in marketing and placement of fine art…