Account Manager, Private Client Group

Key Responsibilities

• Owns day-to-day management of assigned accounts and associated operational workflows.
• Acts as a subject matter support resource for internal processes and account handling.
• PARTNERS WITH ACCOUNT EXECUTIVES AND TEAM MEMBERS TO ALIGN SERVICE DELIVERY WITH CLIENT NEEDS.
• Processes endorsements, renewals, and carrier transactions with high accuracy.
• Maintains agency management systems and ensures data integrity.
• PREPARES RENEWAL APPLICATIONS AND CONDUCTS PRE-RENEWAL REVIEWS OR ACCOUNT AUDITS.
• SUPPORTS INVOICING PROCESSES INCLUDING AGENCY-BILLED AND CARRIER-BILLED TRANSACTIONS.
• REVIEWS DOCUMENTATION THOROUGHLY AND DOCUMENTS ALL ACCOUNT ACTIVITY PER STANDARDS.
• MONITORS DOWNLOADS AND DATA FLOWS TO ENSURE SYSTEM ACCURACY.
• RESOLVES DISCREPANCIES WITH CARRIERS AND SUPPORTS UNDERWRITING PROCESSES.
• MaintAINS COMPLETE AND ACCURATE CLIENT AND POLICY RECORDS.
• CROSS-FUNCTIONAL PARTNERSHIP & INTEGRATION: COLLABORATES WITH INTERNAL TEAMS AND CARRIER PARTNERS TO ENSURE SEAMLESS SERVICE DELIVERY.
• COMMUNICATES WITH UNDERWRITERS TO RESOLVE ISSUES AND SUPPORT APPROPRIATE OUTCOMES.
• SUPPORTS BILLING INQUIRIES, CLIENT REQUESTS, AND ADMINISTRATIVE NEEDS.
• PROVIDES BACKUP SUPPORT TO TEAM MEMBERS AS NEEDED.
• SUPPORTS REMARKETING EFFORTS AND COMPARATIVE RATING INITIATIVES.
• PARTICIPATES IN SPECIAL PROJECTS AND PROCESS ENHANCEMENTS.
• ASSISTS IN SCALING OPERATIONS THROUGH CONSISTENT EXECUTION AND SUPPORT.
• IDENTIFIES OPPORTUNITIES TO IMPROVE WORKFLOWS AND EFFICIENCY.
• Maintains confidentiality of client and company information.
• Leverages systems and tools effectively to enhance service delivery.

Qualifications

• 1+ year of experience in customer service or similar role within insurance, risk management, or financial services.
• Property & Casualty license or ability to obtain within a defined timeframe.
• Strong technical and computer skills.
• Proficiency in Microsoft Office (Outlook, Excel, Word).

Key Competencies

• Ownership & Accountability
• Attention to Detail
• Time Management & Organization
• Communication Skills
• Collaboration & Teamwork
• Adaptability & Responsiveness
• Client Service Orientation