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.

• Experience in insurance servicing, account management, or a related insurance role preferred.
• Property & Casualty license required or ability to obtain within an established timeframe, where permitted by law.
• Knowledge of personal insurance coverages, policy administration, carrier processes, and billing practices.
• Experience supporting high-net-worth, ultra-high-net-worth, Family Office, or similarly complex insurance programs preferred.
• Strong organizational, analytical, and communication skills.
• Ability to manage multiple priorities while maintaining attention to detail and accuracy.
• Proficiency with Microsoft Office applications and agency management systems.
What You'll Bring
• A collaborative approach to working with colleagues, clients, carriers, and business partners.
• Strong organizational, problem-solving, and time-management skills.
• A commitment to accuracy, responsiveness, and high-quality work.
• The ability to adapt to changing priorities in a fast-paced environment.
• A desire to learn, develop technical expertise, and contribute to a team-oriented culture.
Why Join Our Team
Our Family Office Practice supports complex insurance programs for single and multi-family office clients nationwide. Team members have
opportunities to collaborate with experienced professionals, develop specialized industry expertise, and contribute to a service model
focused on operational excellence and long-term client relationships. We support professional growth through mentorship, training,
continuing education, and opportunities to expand technical and industry knowledge.
Work Arrangement
This is a hybrid position that combines workplace flexibility with opportunities for collaboration across a national Family Office practice.

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