Private Client Account Manager

Howden, A Chart Industries Company

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

Posted 9/28/2026full-timeUnited 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 regulations and delivering high-quality client service. Proficient in analyzing coverage options, coordinating solutions, and maintaining accurate documentation within agency management systems.

Highest-signal resume keywords

Personal Lines Insurance ManagementClient Relationship BuildingPolicy Documentation ReviewAnalytical Problem-SolvingMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Insurance ProductsPolicy FormsCoverage ConceptsRenewalsEndorsementsAccount DocumentationCoverage SummariesProposal PreparationService Request ProcessingCompliance Requirements

Soft Skills

Attention to DetailProactive Service MindsetClear CommunicationCollaborationSound Judgment

Tools & Technologies

Agency Management SystemsMicrosoft Office Applications

Certifications & Qualifications

Active Property & Casualty License

Industry Keywords

Insurance LawsRegulatory ComplianceClient DeliverablesMarket ConditionsCarrier Appetite

About the role

Key responsibilities & impact

Manage an assigned portfolio of personal lines and private client accounts throughout the policy lifecycle
Coordinate new business, renewals, endorsements, cancellations, 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 quotes and coverage options, compare terms, and support solution presentations to clients
Process policy changes, certificates, evidence of insurance, billing inquiries, and other service requests
Monitor open items, renewal milestones, carrier requirements, and client deliverables; escalate and resolve issues
Build and maintain trusted client relationships and deliver high-quality service
Partner with producers, underwriters, carrier representatives, and internal colleagues to support retention and account growth
Maintain accurate client, policy, activity, and documentation records in agency management systems and approved platforms
Track renewal status, service items, marketing activity, and account risks; provide updates to stakeholders
Support book reviews, stewardship activities, retention initiatives, process improvements, and team projects
Ensure compliance with company policies, insurance laws, regulations, 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 strong attention to detail
Client-focused professional with sound judgment, a proactive service mindset, and the ability to build trusted relationships
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, confident verbal and written communication skills, including explaining insurance information in a practical and client-friendly manner
Collaborative ability to work 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
Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts
401(k) retirement plan
Flexible Paid Time Off
Paid parental leave
Life and Disability insurance
Reasonable accommodations, including software, IT, office setup, flexible hours, or hybrid working where applicable