Remote - Private Client Personal Lines Account Manager 21.3

https:/jobs.gogpac.com/gpac/search/Apply/all/2536/504404746/Remote%20-%20Private%20Client%20Personal; Phoenix (AZ); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading insurance firm in Phoenix is seeking a Private Client Account Manager to support high-net-worth clients. This position requires a minimum of 3 years in personal lines insurance and proficiency with the Applied Epic system. The ideal candidate will have strong communication skills and a detail-oriented mindset. Responsibilities include managing accounts, liaising with top-tier carriers, and ensuring compliance in all client interactions. This role offers a collaborative environment and excellent growth potential.

Qualifications

• A minimum of 3 years in personal lines insurance, preferably serving High-Net-Worth clients.
• Proficiency with Applied Epic and experience with at least two carriers (AIG, Chubb, Cincinnati, PURE).
• Exceptional organizational and multitasking skills.

Responsibilities

• Assist with the management of private client accounts.
• Maintain accurate records in Applied Epic.
• Liaise with top-tier carriers to secure quotes and resolve issues.

Skills

Attention to Detail

Communication

Team Player

Tools

Applied Epic

Job description

Overview

We\'re seeking a Private Client Account Manager to join our team, specializing in serving High-Net-Worth clients. This is a crucial support role, working alongside our Account Executives to ensure a seamless experience for our discerning clientele. If you have a passion for providing exceptional service and thrive in a fast-paced environment, we want to hear from you.

Key Responsibilities

• Client Servicing: Assist with the day-to-day management of private client accounts, including processing endorsements, renewals, and policy changes.
• Documentation & Systems: Maintain accurate records in Applied Epic, ensuring all client information and policy documents are complete and compliant.
• Carrier Coordination: Act as a key liaison with top-tier carriers like AIG, Chubb, Cincinnati, and PURE to secure quotes and resolve service issues. Experience with the E&S (Excess & Surplus) market is a plus.
• Communication: Handle client inquiries regarding billing and claims, and coordinate with internal teams to ensure timely delivery of client materials.
• Proposals & Renewals: Help prepare detailed proposals and coverage summaries, and monitor renewal timelines to prevent any gaps in coverage.

What You Bring

• Experience: A minimum of 3 years in personal lines insurance, with a strong preference for experience serving High-Net-Worth Private Clients.
• Technical Skills: Proficiency with the Applied Epic system and hands-on experience with at least two of the specified carriers (AIG, Chubb, Cincinnati, PURE).
• Attention to Detail: Exceptional organizational and multitasking skills with a meticulous eye for detail.
• Communication: Excellent written and verbal communication skills.
• Team Player: A proactive, problem-solving mindset and a collaborative, team-oriented attitude.

My name is Brandon Womack and I am hiring for this position. I look forward to hearing from you and discussing your career aspirations! This call is 100% CONFIDENTIAL.

Contact Information

Brandon Womack
gpacSearch Consultant - Insurance Division
[phone]
[e-mail]

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