Hybrid Private Client Account Manager – Middle Market

DUAL North America, Inc.; New Hampshire; Presencial; USD 110.000 - 125.000; Jornada completa

Descripción de la vacante

Howden is seeking a Howden Middle Market - Private Client Account Manager in Boston, MA or New Hampshire with a hybrid work schedule. This role manages and services personal lines and private client accounts within the Middle Market team, coordinating policy placement, renewals, endorsements, and client communications to support retention and growth.

The role requires assessing client exposures, preparing renewal materials, obtaining quotes, and ensuring accurate documentation.

Formación

• 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.
• 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.

Responsabilidades

• 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.

Descripción del empleo

Howden is seeking a Howden Middle Market - Private Client Account Manager in Boston, MA or New Hampshire with a hybrid work schedule. This role manages and services personal lines and private client accounts within the Middle Market team, coordinating policy placement, renewals, endorsements, and client communications to support retention and growth.

The role requires assessing client exposures, preparing renewal materials, obtaining quotes, and ensuring accurate documentation.