Private Client Account Manager - Middle Market

About the role

Howden, a global employee-owned insurance group, is seeking a Private Client Account Manager for its Middle Market team, based in Boston, MA or New Hampshire on a hybrid schedule. The role manages and services a portfolio of personal lines and private client accounts, acting as a trusted day-to-day advisor on policy placement, renewals, endorsements, coverage reviews and issue resolution.

Key responsibilities

• Manage an assigned portfolio of personal lines and private client accounts across the policy lifecycle
• Coordinate new business, renewals, endorsements, cancellations and remarketing, keeping requests documented and on time
• Review client exposures, coverage, terms, limits, deductibles and exclusions, and prepare renewal materials, proposals and applications with producers and carriers
• Obtain and compare quotes, process policy changes, certificates, billing inquiries and other service requests, and track open items and renewal milestones
• Maintain accurate client, policy and activity records in the agency management system and support book reviews, retention initiatives and cross-functional projects
• Build trusted relationships with clients, producers, underwriters and carrier representatives, and respond to inquiries promptly
• Follow company policies, insurance laws and regulations, protect confidential client information and stay informed on carrier appetite, market conditions and regulatory changes

Required profile

• Demonstrated experience managing or servicing personal lines, private client or high-value personal insurance accounts in a brokerage or agency setting
• Working knowledge of personal insurance products, policy forms, coverage concepts, carrier processes, renewals, endorsements and account documentation
• Ability to manage multiple accounts and deadlines with accuracy and attention to detail
• Strong analytical, problem-solving and communication skills, with a proactive service mindset
• Active Property & Casualty license, or the ability to obtain one within the required timeframe, is preferred

Required skills

• Proficiency in Microsoft Office applications and agency management systems
• Ability to interpret and follow policies, procedures and compliance requirements

What we offer

• Expected base salary of $110,000 - $125,000, depending on experience and location; the role is FLSA-exempt
• Discretionary bonus
• Medical, dental and vision insurance, including healthcare savings and reimbursement accounts
• 401(k) retirement plan
• Paid time off and paid parental leave
• Life and disability insurance