Private Client Account Manager

Lafferty Private Client GroupThe Private Client Account Manager is responsible for managing and servicing a book of high-net-worth personal lines clients. This role partners closely with Producers to deliver comprehensive service support for complex personal insurance programs. Responsibilities include, but are not limited to, endorsements, coverage and billing inquiries, preparation of new business proposals, annual renewal reviews, policy issuance, and remarketing strategies.The Private Client Account Manager also plays a key role in identifying coverage gaps, generating new business quotes, and ensuring each client's insurance program evolves with their risk profile. A strong understanding of high-net-worth carriers, products, and coverages is essential.ESSENTIAL DUTIES AND RESPONSIBILITIESEssential duties include, but are not limited to the following:Manage new and renewal business while maintaining strong, collaborative relationships with insurance carriersIdentify and proactively address coverage gaps, limitations, and risk exposuresDeliver exceptional client service to maintain a high client retention rateRespond to client coverage and billing inquiries thoroughly and in a timely mannerPartner with clients to ensure their personal insurance programs adequately protect assets and liability exposuresAccurately issue endorsements and proactively assess how changes to one line of coverage may impact othersEducate clients on loss prevention strategies and provide guidance on best practices before, during, and after a lossPrepare and present new business proposals and comprehensive annual renewal reviewsGenerate and issue Evidence of Insurance (EOIs) for mortgagees, lienholders, landlords, property managers, and other interested partiesCreate and process Lost Policy Releases (LPRs)Utilize public data sources and high-net-worth carrier systems to quote new business and remarket existing accounts as neededPerform additional duties as assignedReasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.RequirementsEDUCATION AND EXPERIENCEActive Arizona Property & Casualty Insurance Producer License requiredActive California Property & Casualty Insurance Producer License, or the ability to obtain one within six (6) months of hireMinimum of two (2) years of experience personal lines insuranceBachelor's degree preferredExperience with Applied EPIC agency management system is a plusStrong working knowledge of the following personal insurance lines:o Homeo Floodo Earthquakeo Valuableso Autoo Watercrafto Excess LiabilityExperience working with high-net-worth carriers such as: AIG, Berkley One, Chubb, Cincinnati, Hagerty, Markel, Nationwide Private Client, Progressive, PURE, Safeco, Travelers, VaultHigh level of technical proficiency, including Microsoft Office applicationsDemonstrated success in providing timely, high-quality customer serviceExceptional attention to detail with strong organizational and time-management skillsExcellent verbal and written communication skillsProven ability to thrive in a fast-paced environment while managing multiple competing prioritiesAbility to collaborate effectively within a team while balancing individual and team goalsAbility to handle confidential and sensitive client information with discretion and professionalismKEY COMPETENCIESLanguage, Reasoning, and Mathematical SkillsAbility to analyze and interpret insurance policy language and professional publications.Ability to compose clear, professional business correspondence.Ability to present ideas and information clearly and confidently to clients and colleagues.Strong creative problem-solving and critical-thinking skills.Ability to interpret and apply basic algebraic concepts.Ability to distinguish between prorated and annualized figures.Ability to calculate commissions, percentages, proportions, and other financial metrics accurately.

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