Account Manager, Private Client Group

Department: Private Client Group

Job Summary

Responsible for managing and account servicing the High Net Worth client relationship including new and renewal business processes and rounding of accounts. Includes preparation of new business and renewal submissions including marketing, rating and proposals as well as the applications and binder process through to policy issuance. Provide prompt, accurate and courteous service to Customers, Sales Representatives, Insurance Companies and Internal contacts and other duties as directed.

Principal Responsibilities

• Underwrite, market, quote all lines of business for new client opportunities as well as renewals including benchmarking of large renewals
• Prepare proposal presentations for sales calls/renewals
• Creation of Applications, Binders, Coverage Summaries, Broker of Record Forms, Proposal and Invoicing, Certificates, and Auto ID cards for accounts sold and/or renewed
• Complete and update New Business and Renewal Checklists as applicable
• Communicates with Producer and Account Executives, where applicable, on any issues/concerns impacting relevant prospect accounts
• Participate in account reconciliation for receivables management