Account Manager, Private Client Solutions

The Private Client Solutions Account Manager provides high-quality internal support through accurate policy processing, efficient remarketing, and thorough renewal preparation. This role focuses on back-end service work rather than direct client communication, ensuring that Account Executives have complete, accurate, and timely information to serve clients effectively.

This is a hybrid role with the flexibility to work in-office or in-branch based on the needs of the role and/or as required be management.

RESPONSIBILITIES

Collaborate with your team and commercial account executives to implement Navacord's service and sales strategies.

Prepare accurate quote packages, renewal comparisons, and coverage analyses.

Support submissions by gathering underwriting details and required documents.

Account Management & Reporting

Complete remarketing submissions and review renewal terms, ensuring all Epic renewal activities follow workf...