Client Service Manager - Private Client Marketing & Account Manager

Hylant•Ann Arbor, MI

About The Position

The Private Client Marketing & Account Manager serves as a technical insurance expert who designs, markets, and places complex personal insurance programs for affluent and high-net-worth clients. Working with producers, account managers, and carrier partners, this person develops coverage solutions, negotiates with underwriters, and secures suitable terms for sophisticated risks. The role is primarily behind the scenes and focuses on delivering strong client outcomes through market knowledge, carrier relationships, and technical expertise in personal insurance. The position may suit an experienced account manager, underwriter, or marketing specialist seeking a highly collaborative, non-client-facing role focused on strategy, placement, and technical excellence. The ideal candidate can work part-time.

Requirements

At least 5 years of experience in personal insurance underwriting, private client marketing, or high-net-worth account management.
Strong knowledge of private client carriers and their underwriting appetites.
Experience marketing complex property and liability risks.
Proficiency using Applied Epic or similar agency management systems.
Exceptional written and verbal communication skills.
Strong organizational skills and ability to manage multiple submissions and deadlines simultaneously.
Ability to think creatively, solve complex placement challenges, and explore alternative solutions when standard markets decline coverage.
Confidence working directly with underwriters and advocating for clients.

Nice To Haves

Professional designations such as CISR, CIC, CPRIA, or CPCU.
Experience as an account manager, underwriter, or marketing specialist.

Responsibilities

Market and place new and renewal private client insurance accounts with premier and specialty carriers.
Analyze complex property, liability, and excess liability exposures and develop comprehensive insurance solutions.
Negotiate coverage terms, pricing, and underwriting exceptions with carrier partners.
Develop 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 aligned with client needs and risk profiles.
Evaluate coverage differences and carrier appetites to recommend optimal solutions.
Maintain relationships with carrier underwriting teams and stay current on market conditions, carrier capabilities, and emerging risks.
Support proposal development and presentation materials for prospective and existing clients.
Accurately document and manage account activity within Applied Epic.
Advocate for clients and provide thoughtful recommendations to internal stakeholders.