The Account Manager provides operational and service support for complex insurance programs serving single and multi-family office
clients. Working closely with Account Executives, carrier partners, and internal service teams, this role supports timely and accurate
program administration and contributes to a consistent, high-quality client experience.
Key Responsibilities
- Partner with Account Executives to support the servicing and administration of Family Office accounts.
- Process policy endorsements, coverage changes, renewals, cancellations, and other servicing requests.
- Coordinate billing inquiries, premium payments, carrier follow-up, and related account servicing activities.
- Prepare and distribute insurance documents, including auto ID cards, certificates of insurance, evidence of coverage, and policy-related
materials.
- Review policy documents and endorsements for accuracy and completeness.
- Assist with renewal preparation, coverage comparisons, underwriting submissions, and carrier communications.
- Monitor and coordinate outstanding underwriting requirements and policy deliverables.
- Maintain accurate and timely account documentation within agency management systems.
- Collaborate with internal teams and carrier partners to support account servicing needs and operational excellence.
- Support Account Executives in identifying opportunities to enhance insurance solutions and services within existing client relationships.