Key Responsibilities:

• Client Management:
• Serve as the primary point of contact for a portfolio of high-net-worth clients, managing all aspects of their insurance needs.
• Conduct comprehensive reviews of clients’ insurance programs to ensure coverage adequacy and identify any gaps.
• Provide expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages.
• Develop and maintain strong relationships with clients, understanding their evolving needs and proactively recommending solutions.
• Policy Administration:
• Oversee the placement of new policies, renewals, and endorsements.
• Collaborate with underwriters and carriers to negotiate terms and secure the best possible coverage for clients.
• Ensure all client documentation is accurate, up-to-date, and compliant with industry regulations.
• Manage claims processes, advocating for clients and ensuring swift resolution.
• Business Development:
• Identify opportunities for cross-selling and up-selling within your client portfolio.
• Support the sales team in acquiring new high-net-worth clients by providing expertise in personal insurance solutions.
• Participate in networking events and industry conferences to represent the firm and generate new business leads.
• Team Leadership and Collaboration:
• Mentor and provide guidance to junior account managers and support staff.
• Collaborate with other departments, including marketing and business development, to enhance client service offerings.
• Contribute to the development of best practices and continuous improvement initiatives within the Private Client Services team.

Qualifications:

• Experience:
• Minimum of 7-10 years of experience in personal insurance, with a focus on high-net-worth clients.
• Proven track record of managing complex insurance portfolios and delivering exceptional client service.
• Experience in negotiating with underwriters and carriers on behalf of clients.
• Education & Certifications:
• Bachelor’s degree in Business, Finance, Risk Management, or a related field.
• Professional designations such as CPCU, ARM, or CIC are highly desirable.
• Skills:
• In-depth knowledge of personal insurance products and markets.
• Strong analytical skills with the ability to assess complex insurance needs and design appropriate solutions.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• High level of attention to detail and strong organizational skills.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.

What We Offer:

• Competitive salary and performance-based bonuses.
• Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Opportunities for professional development and continuing education.
• A supportive and collaborative work environment.

The chance to work with a prestigious client base and make a meaningful impact in their lives.