Private Client Insurance Account Manager (27869)

Are you interested in doing work that matters every day with an organization intentionally building and living out a values-driven team culture? Dahl Consulting is currently partnering with a leader in the insurance industry. We work one-on-one with great candidates to help connect them with local employment opportunities. This company is hiring a Private Client Insurance Account Manager for a permanent position. Interested? Get more details below!

• Worksite Location: Mendota Heights, MN
• Compensation: $50,000-$71,000 annually

What you’ll do as the Private Client Insurance Account Manager:

• Manage and service a portfolio of high-net worth clients, ensuring insurance coverage aligns with the evolving needs of the client
• Handle policy renewals, endorsements, claims assistance, and account documentation with accuracy and care
• Answer questions regarding all lines of coverage, and assist with plan and/or carrier changes, claims, and billing
• Support Risk Advisors by exercising independent judgment and discretion to:
• Analyze markets for competitive pricing and develop insurance solutions for current clients
• Review carrier quotes, look for gaps in coverage, prepare proposals, and maintain client applications
• Work independently to provide advice and counsel to assigned accounts, and identify potential coverage gaps
• Build and maintain strong client relationships through regular communication and account reviews
• Work closely with underwriters, carriers, and others to negotiate policy terms and coverage
• Maintain client files and enter activity and other relevant documentation in the agency management system following standard company policies and procedures, ensuring #oneTEAM’s mission of service

What you’ll bring to the Private Client Insurance Account Manager role:

• Bachelor’s degree
• 3 years of experience in private client service
• Active property and casualty insurance license required
• Strong knowledge of unique insurance coverages (yacht, helicopter, airplane, collective art, jewelry, etc)
• Demonstrated enthusiasm and positive attitude
• Exceptional communication, relationship building, and client service skills
• Strong attention to detail with the ability to manage multiple accounts
• Self-starter who takes initiative to identify problems and lead by example
• Ability to work in a fast-paced environment
• Proficiency in agency management software and Microsoft Office suite

As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

This company offers a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more. Team members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.