Personal Lines Account Manager - Private Client

About the role

This position is open to candidates based in any of our office locations—Cedar Rapids, Des Moines, Rosemont (IL), or Denver (CO). This role is ideal for experienced personal lines professionals who are comfortable managing an established book of high-net-worth clients and delivering a high‑touch, proactive client experience. Account Managers on this team act as trusted advisors to their clients, handling renewals, coverage reviews, and ongoing service needs while building strong, long‑term relationships.

Essential Job Functions

• Proactively manage a private client/high‑net‑worth book of clients while meeting service standards, deadlines, and renewal timelines.
• Serve as the primary point of contact for clients—answering questions, explaining coverage, analyzing exposures, and recommending appropriate policy adjustments or additional coverages.
• Manage renewals and policy reviews by evaluating coverage options, negotiating with carriers, and ensuring programs align with clients’ evolving needs.
• Build and maintain strong relationships with clients, carrier partners, and internal teams to deliver a consistent, high‑quality client experience.
• Coordinate internal resources such as Claims, Legal, Marketing, Technology, and other teams to support clients throughout the full account lifecycle.
• Maintain accurate policy, renewal, and payment records while staying current on personal lines products, regulatory requirements, and market trends.
• Collaborate with producers, service teams, and regional offices to ensure alignment on processes, workflows, and client strategies; travel to clients or carrier partners as needed.
• Continuously identify opportunities to improve workflows, efficiency, and overall client experience while supporting special projects and client‑specific initiatives.

Credentials

• A high school diploma or GED required.
• A two or four-year degree preferred.
• A P&C license required.
• Experience working in personal lines insurance required.
• Private client experience required.
• One year of experience with agency management system or CRM preferred, preferably EPIC.
• Proficient with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions.
• Prior customer service experience required.

Skills

• Strong organizational and time management skills.
• Extremely accurate and detail-oriented.
• Strong and professional verbal and written communication skills.
• Strong problem-solving skills.
• Understand and maintain fiduciary responsibility for company and client.
• Ability to work independently.
• Strategic thinking.
• Relationship management.
• Strong work ethic.