Private Client Account Manager

Howden, A Chart Industries Company

. Manage a portfolio of personal lines and private client accounts throughout the policy lifecycle .

Posted 9/17/2026full-timeBoston • New Hampshire • United StatesMid-LevelSenior💰 $110,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing personal lines and private client insurance accounts, ensuring compliance with policies and regulations while delivering exceptional client service. Proficient in analyzing coverage options, coordinating renewals, and maintaining accurate documentation to support account growth and retention.

Highest-signal resume keywords

Personal Lines Insurance ManagementClient Relationship BuildingPolicy Review and AnalysisMicrosoft Office ProficiencyActive Property & Casualty License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Insurance ProductsPolicy FormsCoverage ConceptsRenewalsEndorsementsAccount DocumentationAnalytical SkillsProblem-Solving SkillsAttention to DetailCompliance Requirements

Soft Skills

Clear CommunicationCollaborationResponsivenessTime ManagementClient-Focused Service

Tools & Technologies

Agency Management Systems

Certifications & Qualifications

Active Property & Casualty License

Industry Keywords

Insurance BrokerageClient StewardshipMarket ConditionsRegulatory ChangesData Security

About the role

Key responsibilities & impact

Manage a portfolio of personal lines and private client accounts throughout the policy lifecycle
Coordinate new business, renewal, endorsement, cancellation, and remarketing activity
Review client exposures, coverage, policy terms, limits, deductibles, and exclusions
Prepare renewal materials, coverage summaries, proposals, applications, and client-facing documentation
Obtain and compare quotes and coverage options from insurance markets
Process policy changes, certificates, evidence of insurance, billing inquiries, and other service requests
Monitor open items, renewal milestones, carrier requirements, and client deliverables
Build trusted relationships with clients and deliver responsive service
Partner with producers, underwriters, carrier representatives, and internal colleagues to support retention and account growth
Maintain accurate client, policy, activity, and documentation records
Track renewal status, service items, marketing activity, and account risks
Support book reviews, client stewardship activities, retention initiatives, process improvements, and team projects
Respond promptly to client and account-related inquiries
Conduct account activity in accordance with company policies, quality standards, insurance laws, and regulations
Protect confidential client information and follow privacy, data security, and record-retention requirements
Stay informed about carrier appetite, coverage developments, market conditions, and regulatory changes

Requirements

What you’ll need

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 attention to detail
Strong analytical and problem-solving skills
Ability to review coverage information, compare options, identify issues, and coordinate solutions
Ability to prioritize competing requests, follow through on open items, and escalate appropriately
Ability to interpret and follow policies, procedures, documentation standards, and compliance requirements
Clear verbal and written communication skills, including explaining insurance information in a client-friendly manner
Ability to collaborate with producers, carrier partners, and colleagues across functions
Proficient in Microsoft Office applications and agency management systems
Active Property & Casualty license, or ability to obtain one within the required timeframe, preferred

Benefits

Comp & perks

Discretionary bonus eligibility
Medical, dental, and vision insurance
Healthcare savings and reimbursement accounts
401(k) retirement plan
Flexible Paid Time Off
Paid parental leave
Life and Disability insurance
Reasonable accommodations, including possible flexible hours or hybrid working