Private Client Insurance Account Manager – HNW Concierge

CareerPaths NW, LLC; Tacoma (WA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employer-paid benefits

401(k) with company match

Medical, Dental, Vision, HSA

Job summary

CareerPaths NW, LLC is seeking an experienced High Net Worth/Private Client Account Manager to nurture and deepen relationships with an established portfolio of affluent clients in Washington and Oregon. This role emphasizes pure service and relationship building, with no cold calling or new business quotas, and operates within a collaborative team pod with a Producer and Administrative Coordinator.

You will manage client needs, coordinate with carriers and MGAs, round accounts, and provide

Qualifications

• Minimum of 10 years of Personal Lines insurance experience.
• Minimum of 5 years of experience serving Affluent, Private Client, and/or High Net Worth clientele.
• Active WA and OR Property & Casualty Insurance license.
• Experience advising affluent individuals on comprehensive personal insurance.
• Knowledge of PURE, Chubb, Cincinnati Private Client, Nationwide Private Client products.
• Proficiency with AMS360/EPIC and carrier platforms; MS Office.

Responsibilities

• Serve as the primary contact for a portfolio of High Net Worth/Private Client accounts (~$400K annual revenue).
• Handle policy changes, billing inquiries, endorsements, claims, certificates, and ID cards.
• Collaborate with carriers and MGAs to place new and hard-to-place risks.
• Quote and manage Auto, Home, Umbrella, and other personal coverages.
• Prepare New Business Questionnaires and gather underwriting data.
• Prepare and maintain Annual Review documents for VIP clients.
• Support the Producer/Advisor with proposals and client presentations.
• Educate clients on marketplace trends and rate changes.
• Engage in account rounding, cross-selling, and referrals within the client base.
• Collaborate within the team and own client relationships.

Skills

Relationship management

Client service

Communication

Team collaboration

Cross-selling

Account rounding

Self-motivation

Industry knowledge

Tools

AMS360

EPIC

Carrier platforms

MS Office

Job description

CareerPaths NW, LLC is seeking an experienced High Net Worth/Private Client Account Manager to nurture and deepen relationships with an established portfolio of affluent clients in Washington and Oregon. This role emphasizes pure service and relationship building, with no cold calling or new business quotas, and operates within a collaborative team pod with a Producer and Administrative Coordinator.

You will manage client needs, coordinate with carriers and MGAs, round accounts, and provide