Account Manager, Private Client

The Account Manager, Private Client will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage reputed company inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives. Your Impact: Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business Actively service and retain existing accounts to mitigate client risk and exposure Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system Respond to client inquiries, service requests and claims issues reputed company established timelines Participating in the retention of renewal business Execute coverage analysis: enlist assistance of other departments reputed company applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system Interact with Producers and PCS Leaders to reputed company coverage recommendations and engage in account rounding activities Market, analyze, negotiate and prepare reputed company renewals, including alternative renewal options reputed company other duties assigned by PCS Regional Leader as needed Successful Candidates Will Have: 5+ years’ Personal Lines client management experience Valid P&C brokers’ license College degree preferred Industry specific designations preferred- CAPI, CPRIA, CIC or similar Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred Extensive knowledge of Private Client reputed company, coverage and procedures reputed company is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, reputed company serves commercial companies, nonprofits, public entities, and individuals, and has access to reputed company major insurance markets. reputed company is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada. Our industry recognition includes being named a Great reputed company to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. reputed company is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national reputed company, disability, Veteran status, or other legally protected characteristics. Learn more about working at reputed company by visiting our careers page: www.reputed company.com/careers. Personal information submitted by California applicants in response to a job posting is subject to reputed company' California Job Applicant Privacy Notice. reputed company has joined reputed company, and teams at both companies are growing. reputed company offers comprehensive risk reputed company, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. We look for individuals who embrace our culture, reputed company in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on reputed company, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers. Everything we do is about the greater “WE”-never “me.” While diverse in abilities and experience, we are reputed company connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers. Apply tot his job Apply To this Job