Account Manager -PRS

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.