Client Service Manager - Private Client Marketing & Account Manager

Hylant•Elkhart, NV

About The Position

The Private Client Marketing & Placement Specialist is a technical insurance expert who designs, markets, and places complex personal insurance programs for affluent and high-net-worth clients. Working closely with producers, account managers, and carrier partners, the specialist develops coverage solutions, negotiates with underwriters, and secures suitable terms for sophisticated risks. This is a behind-the-scenes, non-client-facing role focused on strategy, placement, and technical expertise in personal insurance. The role may be suitable for an experienced account manager, underwriter, or marketing specialist who can work part-time. Hylant describes itself as a family-owned insurance brokerage founded in 1935, with a people-first culture centered on relationships, trust, collaboration, and supporting employees’ careers.

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 a similar agency management system.
Exceptional written and verbal communication skills.
Ability to work part-time.

Nice To Haves

Professional designation such as CISR, CIC, CPRIA, or CPCU.
Deep understanding of high-net-worth personal insurance products and carrier offerings.
Ability to think creatively and solve complex placement challenges.
Confidence working directly with underwriters and advocating for clients.
Strong organizational skills and ability to manage multiple submissions and deadlines simultaneously.
Curiosity and willingness to explore alternative solutions when standard markets decline coverage.
Ability to challenge assumptions and provide thoughtful recommendations to internal stakeholders.

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.
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 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.