Serve Private Client Services customers through insurance expertise, renewals, and risk assessment in a professional account management role.
This full time Account Manager handles an assigned portfolio of Personal Insurance and Private Client Services clients. You will work with producers, insuring partners, and skilled colleagues while preparing applications and proposals. The position also involves recommending suitable insurance programs and guiding clients through claims.
Key Responsibilities:
Handle client renewals and policy endorsements
Assess risk exposures across assigned client portfolios
Recommend suitable insurance programs and coverage solutions
Prepare insurance applications and proposals
Guide clients through the claims process
Requirements:
Five or more years of Personal Lines experience
Private Client Services experience preferred
Active RIBO license in positive standing required
Strong insurance technical knowledge
Proficiency with Microsoft Word and Excel
Apply your Personal Lines knowledge, client service, and insurance expertise across a distinguished Private Client Services portfolio.
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