Client Service Manager - Private Client Marketing & Account Manager
Full-time
US
Oct 24, 2026
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About the Role
The Opportunity: The Private Client Marketing & Placement Specialist serves as a technical insurance expert responsible for designing, marketing, and placing complex personal insurance programs for affluent and high-net-worth clients. Working closely with producers, account managers, and carrier partners, this individual develops creative coverage solutions, negotiates with underwriters, and secures optimal terms for challenging and sophisticated risks. This role operates behind the scenes but plays a critical part in delivering exceptional client outcomes through deep market knowledge, strategic carrier relationships, and technical expertise in personal insurance. In This Opportunity You Will Execute On: Market and place new and renewal private client insurance accounts with premier carriers including Chubb, AIG, PURE, Cincinnati, Berkley One, and other specialty insurers. Analyze complex property, liability, and excess liability exposures to develop comprehensive insurance solutions. Negotiate coverage terms, pricing, and underwriting exceptions with carrier partners. Identify creative placement strategies for difficult-to-insure risks, including unique homes, secondary residences, coastal properties, wildfire exposures, collections, and specialty assets. Prepare and manage carrier submissions, applications, statements of values, and underwriting documentation. Collaborate with producers and service teams to develop customized insurance programs that align with client n