Private Client Account Manager

Mach Private Risk Management; Missouri; On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Generous PTO and holidays

Travel reimbursement stipend

401(k) with company match

Discretionary annual profit-sharing

Education/licensing reimbursement

Engaging team events

Job summary

Mach Private Risk Management in St. Louis, MO is seeking an exceptionally organized Account Manager to support a growing book of high-net-worth personal-lines clients.

You will handle day-to-day servicing, documentation, renewals, quoting support, and collaboration with client-service, underwriting, and production teams to ensure accurate, prompt, and professional service. This role emphasizes ownership, reliability, and proactive communication, with in-office, full-time responsibilities and

Qualifications

• Approximately 2–5 years of personal-lines insurance experience.
• Experience with high-net-worth or private-client accounts preferred.
• Bachelor's degree preferred but not required.
• Strong organization and ability to manage multiple priorities.
• Excellent verbal and written communication skills.

Responsibilities

• Process policy changes, endorsements, and routine client requests.
• Prepare evidence of insurance and policy documentation.
• Gather, organize, and upload client documents (dec pages, appraisals, reports).
• Follow up with clients, carriers, and third parties.
• Assist with renewal preparation and competitive remarkets.
• Review policies for completeness and accuracy.
• Prepare applications and support new-business submissions.
• Enter and maintain data in EZLynx and carrier systems.
• Handle routine billing and policy inquiries.
• Obtain loss runs, dec pages, and underwriting information.
• Monitor outstanding items and ensure timely completion.
• Support producers with quoting/binding workflows.

Skills

Organized

Attention to detail

Clear communication

Independent worker

Strong prioritization

Education

Bachelor's degree preferred

Tools

EZLynx

Job description

Mach Private Risk Management|St. Louis, MO (In-Office)

Compensation: $75,000 to $100,000 (depending on experience)

Private Client Account Manager

Mach Private Risk Management|St. Louis, MO (In-Office)

Compensation: $75,000 to $100,000 (depending on experience)

About Us

Mach Private Risk Management is a growing independent insurance agency specializing in high-net-worth personal insurance. We work with successful individuals and families whose insurance needs often include multiple homes, automobiles, valuables, umbrella liability, watercraft, and other complex personal exposures. We pride ourselves on delivering thoughtful, concierge-level service and long-term risk management advice, and our team is collaborative, entrepreneurial, and genuinely passionate about protecting what matters most to our clients.

The Role

We are looking for an exceptionally organized, responsive, and detail-oriented Account Manager to join our team and support a growing book of sophisticated personal-lines clients.

This is not primarily a sales position. We are looking for someone who takes pride in getting things done, communicates professionally, follows through without being chased, and enjoys being the person who keeps clients and the rest of the team moving forward.

We are looking for someone who can become an indispensable part of the operation by taking ownership of the large volume of important day-to-day work that keeps a high-performing insurance agency running smoothly.

What You'll Do

You will support our client-service, underwriting, and production teams by taking ownership of the day-to-day work required to service a growing book of high-net-worth personal-lines accounts, including:

• Processing policy changes, endorsements, and routine client requests
• Preparing evidence of insurance and other policy documentation
• Gathering, organizing, and uploading client documents — from policy dec pages to appraisals and inspection reports
• Following up with clients, carriers, mortgage companies/lienholders, and other third parties
• Assisting with renewal preparation, including remarkets — gathering quotes, running comparisons, and helping advisors make informed recommendations
• Reviewing policies and account information for completeness and accuracy
• Preparing applications and supporting documentation; assisting with new-business submissions
• Entering and maintaining accurate information in EZLynx and carrier systems
• Handling routine billing and policy questions
• Obtaining loss runs, dec pages, prior insurance information, and other underwriting documents
• Monitoring outstanding items and proactively following through until they are complete
• Supporting producers and senior team members with quoting and binding workflows
• Helping ensure clients receive prompt, polished, professional service

The most important part of the role is simple: when something is assigned to you, it gets done accurately, promptly, and without repeated follow-up.

Who We're Looking For

Strongly Preferred: Approximately 2–5 years of personal-lines insurance experience, ideally with an independent insurance agency.

Bonus Points For: Experience serving high-net-worth or private-client accounts. Candidates with this background will be prioritized — we can teach the specific complexity of our client base to someone who already has solid insurance fundamentals and the right work ethic.

Beyond experience, you should be someone who:

• Is exceptionally organized
• Has strong attention to detail
• Communicates clearly and professionally
• Responds quickly and follows through
• Can manage a busy inbox and multiple competing priorities
• Is comfortable working independently
• Notices unfinished work without needing to be reminded
• Is comfortable with technology, carrier portals, and agency-management systems (EZLynx experience a plus)
• Enjoys supporting a team and making other people more effective
• Has a low-ego, team-first attitude
• Takes genuine satisfaction in completing work and solving problems

We value reliability, judgment, speed, accuracy, and attitude more than an impressive title. Bachelor's degree preferred but not required.

Why Mach Private Risk Management

We are a small, growing team with a strong client base and a highly personalized approach to insurance. Because we are intentionally lean, great employees have a noticeable impact on the business. You will work directly with experienced insurance professionals and gain exposure to elite-level carriers and sophisticated personal-lines accounts that can accelerate your development.

For the right person, this position has significant room to grow into a larger Account Manager or client-facing advisor role as the agency continues to expand. We want someone who is looking for a place where they can build a career, become trusted by their teammates, and take on increasing responsibility over time.

This is a full-time, in-office, exempt, salaried position. Our benefits include:

• Generous paid time off (PTO) and paid holidays
• Annual travel reimbursement stipend
• 401(k) with company match
• Discretionary annual profit-sharing bonus
• Reimbursement for professional development and continuing education/licensing
• Engaging team events and employee appreciation activities

What Success Looks Like

Within your first year, success means:

• Your teammates trust that assigned work will be completed without reminders
• Client requests are handled promptly and professionally
• Outstanding items do not fall through the cracks
• Producers and senior team members spend less time on administrative work
• You understand our workflows well enough to anticipate what needs to happen next
• You become someone the team consistently relies upon

If you have insurance experience, take pride in turning a long to-do list into a completed one, enjoy helping clients, and want to grow with a high-performing private-client insurance agency, we'd like to hear from you.