Description
The Account Manager provides operational and service support for complex insurance programs serving single- and multi-family office clients. The role partners with Account Executives, carrier partners, and internal service teams to administer policies, process endorsements and renewals, coordinate billing and carrier follow-up, prepare insurance documents, review policy accuracy, support underwriting submissions, and maintain account documentation. The position requires a Property & Casualty license or the ability to obtain one, knowledge of personal insurance coverages and policy administration, and proficiency with Microsoft Office and agency management systems. It is a hybrid position supporting a national Family Office practice.
