Howden Middle Market - Private Client Account Manager

We need to output HTML fragment with sections using

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Who are we? (company description) maybe not needed as heading? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a heading. So we need to decide which sections to include based on content. We have content: "Who are we?" (company overview) maybe not a required heading but could be "About the role"? Actually "About the role" is a heading we could use for role summary. The posting includes "What is the role?" and "ROLE SUMMARY". So we can put that under

About the role

. Responsibilities: "What will you be doing?" includes bullet list of duties. So we can put

Responsibilities

with

• items. Requirements/Qualifications: The posting has "What are we looking for?" with Qualifications list. Could combine Requirements and Qualifications? The instruction says we can have separate sections but only if content. We have qualifications list. Could put under

  Qualifications

  . Could also have Requirements maybe same. But we can just include Qualifications. Skills: Not explicitly listed separate; qualifications include skills. Could omit Skills if no distinct content. Benefits: The posting includes "Compensation and Benefits" with benefits list. So we can include

  Benefits

  with list. Pay: The posting includes salary range: $110,000 - $125,000. So we can include

  Pay

  with that info. Schedule: The posting mentions hybrid work schedule: "Boston, MA or New Hampshire with a hybrid work schedule." So we can include

  Schedule

  with that. We must not include boilerplate like EEO, etc. Remove navigation etc. Also remove duplicated lines. We need to preserve all substantive information. So include role summary text, responsibilities list, qualifications list, benefits list, pay range, schedule. We must not invent or summarize away detail. Keep details. We need to output only HTML fragment, no /, no markdown fences. Let's craft. Structure:

  About the role

  ... role summary ...

  Responsibilities

  • ...
  ...

  Qualifications

  • ...
  ...

  Benefits

  • Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
  • 401(k) retirement plan
  • Flexible Paid Time Off and paid parental leave
  • Life and Disability insurance

  Pay

  The expected base salary range for this role is $110,000 - $125,000; actual base salary will be determined based on factors including candidate experience and work location. This role is classified as exempt under the Fair Labor Standards Act (FLSA). In addition to a competitive base salary, employees are eligible to receive a discretionary bonus.

  Schedule

  Hybrid work schedule based in Boston, MA or New Hampshire.

  We need to ensure we didn't miss any substantive info: The role summary includes details about managing portfolio, etc. We'll put that in About the role paragraph. Responsibilities list: need to capture each bullet from "What will you be doing?" The posting has sections: Account Management Responsibilities (multiple bullet-like sentences), Client and Carrier Relationships, Reporting & Projects, Compliance, Documentation & Market Awareness. We'll convert each sentence into
• . Ensure we keep all details. Let's extract: Account Management Responsibilities: - Manage an assigned portfolio of personal lines and private client accounts, providing timely, accurate, and professional service throughout the policy lifecycle. - Coordinate new business, renewal, endorsement, cancellation, and remarketing activity, ensuring requests are documented and completed within established service timelines. - Review client exposures, existing coverage, policy terms, limits, deductibles, and exclusions, and identify items requiring discussion with the client, producer, or carrier. - Prepare renewal materials, coverage summaries, proposals, applications, and other client-facing documentation in partnership with producers and carrier representatives. - Obtain quotes and coverage options from insurance markets, compare terms, and support the presentation of appropriate solutions to clients. - Process policy changes, certificates, evidence of insurance, billing inquiries, and other service requests while maintaining accurate and complete records in the agency management system. - Monitor open items, renewal milestones, carrier requirements, and client deliverables, escalating concerns promptly and driving issues through resolution. Client and Carrier Relationships: - Build and maintain trusted relationships with clients by understanding their needs, responding with urgency, and delivering a consistent, high-quality service experience. - Partner closely with producers, underwriters, carrier representatives, and internal colleagues to support retention, account growth, and coordinated client service. Reporting & Projects: - Maintain accurate, up-to-date client, policy, activity, and documentation records in the agency management system and other approved platforms. - Track renewal status, open service items, marketing activity, and account risks, providing clear updates to producers, team leaders, and other stakeholders. - Support book reviews, client stewardship activities, retention initiatives, and other projects that improve service quality and operational efficiency. - Participate in cross-functional initiatives, process improvements, and team projects supporting the Middle Market and Private Client businesses. - Respond to client and account-related inquiries promptly and in line with defined service standards. Compliance, Documentation & Market Awareness: - Conduct all account activity in accordance with company policies, procedures, quality standards, and applicable insurance laws and regulations. - Maintain complete and accurate applications, proposals, policy records, correspondence, approvals, and other required account documentation. - Protect confidential client information and follow applicable privacy, data security, and record-retention requirements. - Stay informed about relevant carrier appetite, coverage developments, market conditions, and regulatory changes affecting personal lines and private client accounts. We'll include all as
• . Qualifications list: from "What are we looking for?" bullet list: - Demonstrated experience managing or servicing personal lines, private client, or high-value personal insurance accounts within a brokerage or agency environment. - Working knowledge of personal insurance products, policy forms, coverage concepts, carrier processes, renewals, endorsements, and account documentation. - Ability to manage multiple accounts and deadlines while maintaining accuracy, responsiveness, and strong attention to detail. - Client-focused professional with sound judgment, a proactive service mindset, and the ability to build trusted relationships. - Strong analytical and problem-solving skills, with the ability to review coverage information, compare options, identify issues, and coordinate solutions. - Organized and results-oriented, with the ability to prioritize competing requests, follow through on open items, and escalate appropriately when needed. - Ability to interpret and consistently follow policies, procedures, documentation standards, and compliance requirements. - Clear, confident verbal and written communication skills, including the ability to explain insurance information in a practical and client-friendly manner. - Collaborative team player who works effectively with producers, carrier partners, and colleagues across functions. - Self-motivated with a proactive approach to learning, professional development, and continuous improvement. - Proficient in Microsoft Office applications and agency management systems; an active Property & Casualty license, or the ability to obtain one within the required timeframe, is preferred. We'll put each as
• . Benefits list we already have. Pay paragraph includes also FLSA exempt and discretionary bonus. Schedule paragraph: "We are seeking a Howden Middle Market - Private Client Account Manager in Boston, MA or New Hampshire with a hybrid work schedule." So schedule: Hybrid work schedule, location Boston, MA or New Hampshire. We should not repeat job title as heading; we already didn't. Now output HTML. Check for any boilerplate: We removed "Who are we?" and "Why work at Howden?" and "Our sustainability promise". Those are not required headings; we can omit them as they are not under specified headings. The instruction says to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The "Who are we?" etc is company overview; not required but could be considered substantive? The instruction says to preserve ALL substantive information; do NOT invent or summarize away detail. So we should keep that info if it's substantive. However we only allowed headings from list; we could incorporate that info under About the role? But About the role is for role summary, not company overview. Could we add another heading like "About Howden"? Not in allowed list. The instruction says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It implies we should use those headings for sections; but we could also add other headings if needed? The instruction: "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It suggests those are the expected headings. It also says "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we should only include those headings if we have content. The company overview "Who are we?" and "Why work at Howden?" and sustainability could be considered substantive but not fitting those headings. However we could incorporate them into About the role? That would be mixing company overview with role summary, which may be inaccurate. But maybe we can treat "About the role" as including both role summary and company overview? The instruction says "About the role" is an example heading; we could put role summary there. The company overview might be considered not required for the job posting; but the instruction says preserve ALL substantive information. If we omit it, we lose substantive info. However maybe the company overview is considered boilerplate? It's not navigation/legal/EEO; it's about the company. Could be considered substantive. But the instruction didn't give a heading for company overview; maybe we should omit it because it's not a standard section and they want only those sections. The instruction says "Use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't say we cannot use other headings, but the e.g. suggests those are typical. However later: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So if we create a heading like "About Howden" we would have content, so it's okay. But they didn't list that as example; but they didn't forbid. However to be safe, we could incorporate the company overview into a paragraph under About the role? Might be okay but could dilute role-specific info. However the instruction says "Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it." So they allow folding minor metadata into a short

  . Company overview is not minor metadata; it's substantive. But maybe they consider it as "About the company" which could be considered part of "About the role"? Not ideal. Given the instruction's focus on those specific headings, I think we should stick to those and omit company overview, as it's not requested. The instruction says "Preserve ALL substantive information; do NOT