Account Manager, Private Client

Risk Strategies Company; Mount Pleasant (WI); On-site; USD 75,000 - 95,000; Full time

Job summary

Risk Strategies Company is seeking a Private Client Account Manager in Mount Pleasant, Wisconsin to serve as a trusted advisor to high‑net‑worth clients. You will lead renewal strategies, mitigate risks, and enhance client coverage strategies.

The ideal candidate will have over 5 years of experience in Personal Lines client management and possess relevant industry designations such as CAPI or CIC. Proficiency in insurance agency management systems is also crucial for this role.

Qualifications

• 5+ years’ Personal Lines client management experience.
• Preferred designations: CAPI, CPRIA, CIC or similar.
• Proficient in AMS 360, WorkSmart and EPIC.
• Extensive knowledge of Private Client underwriting.

Responsibilities

• Serve as primary advisor for Private Client book of business.
• Identify coverage gaps and mitigate risk.
• Lead renewal efforts from start to finish.
• Educate clients on coverage limitations and risks.

Skills

Client management experience

Insurance expertise

Relationship building

Strategic thinking

Education

Industry specific designations (CAPI, CPRIA, CIC)

Tools

AMS 360

WorkSmart

EPIC

Job description

As a Private Client Account Manager, you’ll be a trusted advisor to high‑net‑worth clients—helping protect what matters most to them while shaping long‑term relationships built on expertise, trust, and exceptional service. You’ll own the client experience end‑to‑end, lead renewal strategy, and collaborate closely with Producers to uncover coverage enhancements and growth opportunities.

This role is ideal for a client‑focused professional who enjoys combining technical insurance expertise with relationship building, strategic thinking, and career growth in the Private Client space.

Your Impact

• Serve as the primary advisor and day‑to‑day point of contact for a designated Private Client book of business, consistently delivering a high‑touch client experience
• Proactively service and retain accounts by identifying coverage gaps, mitigating risk, and recommending thoughtful protection strategies
• Lead renewal efforts from start to finish—marketing to carriers, analyzing options, negotiating terms, and presenting alternative solutions
• Partner with Producers and PCS leadership to make coverage recommendations, support account rounding, and drive cross‑sell and up‑sell opportunities
• Educate clients on coverage limitations, emerging risks, and available enhancements to strengthen protection and long‑term planning
• Respond to client service requests, policy changes, and claims issues within established timelines, serving as a reliable escalation point when needed
• Maintain accurate, timely documentation of service activity, marketing efforts, and client/carrier communications in the agency management system
• Collaborate across internal teams to deliver seamless service and ensure client expectations are consistently met or exceeded

Successful Candidates Will Have:

• 5+ years’ Personal Lines client management experience
• Industry specific designations preferred- CAPI, CPRIA, CIC or similar
• Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
• Extensive knowledge of Private Client underwriting, coverage and procedures