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 regulations and delivering high-quality client service. Proficient in policy documentation, renewal processes, and maintaining accurate records within agency management systems.

Highest-signal resume keywords

Personal Lines Insurance ManagementClient Relationship BuildingPolicy Documentation and ComplianceAnalytical and Problem-Solving SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Insurance ProductsPolicy FormsCoverage ConceptsRenewalsEndorsementsAccount DocumentationService Requests ProcessingQuote ComparisonRisk TrackingData Security Compliance

Soft Skills

Client-Focused MindsetStrong Attention to DetailClear Communication SkillsCollaborative ApproachProactive Service Orientation

Tools & Technologies

Agency Management SystemsMicrosoft Office Applications

Certifications & Qualifications

Active Property & Casualty License

Industry Keywords

Insurance BrokerageHigh-Value Personal InsuranceRegulatory ComplianceMarket ConditionsCarrier Processes

About the role

Key responsibilities & impact

Manage a 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 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 provide responsive, 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
Track renewal status, service items, marketing activity, and account risks, providing updates to stakeholders
Support book reviews, stewardship activities, retention initiatives, process improvements, and team projects
Handle inquiries in line with service standards
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 and a proactive service mindset
Strong analytical and problem-solving skills
Ability to interpret and follow policies, procedures, documentation standards, and compliance requirements
Clear, confident verbal and written communication skills
Ability to explain insurance information in a practical and client-friendly manner
Collaborative approach 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 software, IT, and office setup adjustments
Flexible hours or hybrid working where available