Hybrid Private Client Account Manager – Middle Market

3416US00 Howden US Services LLC; Boston (MA); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Flexible PTO and parental leave

Life and Disability insurance

Job summary

Howden is seeking a Howden Middle Market - Private Client Account Manager in Boston, MA or New Hampshire with a hybrid work schedule. You will manage a portfolio of personal lines and private client accounts, coordinating new business, renewal, endorsements, and coverage reviews while ensuring accuracy and timely delivery.

The role focuses on client relationships, coordinating with producers, underwriters, and internal service partners to retain and grow the book while maintaining meticulous

Qualifications

• 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 elevate appropriately when needed.
• Clear, confident verbal and written communication skills, including the ability to explain insurance information in a practical and client-friendly manner.

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.
• 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.
• 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.
• 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.

Skills

Personal lines experience

Private client/accounts

Brokerage environment

Client service mindset

Analytical skills

Microsoft Office

Education

Property & Casualty license (preferred)

Tools

Agency management systems

Job description

Howden is seeking a Howden Middle Market - Private Client Account Manager in Boston, MA or New Hampshire with a hybrid work schedule. You will manage a portfolio of personal lines and private client accounts, coordinating new business, renewal, endorsements, and coverage reviews while ensuring accuracy and timely delivery.

The role focuses on client relationships, coordinating with producers, underwriters, and internal service partners to retain and grow the book while maintaining meticulous