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. • Experience in insurance servicing, account management, or a related insurance role preferred. • Property & Casualty license required or ability to obtain within an established timeframe, where permitted by law. • Knowledge of personal insurance coverages, policy administration, carrier processes, and billing practices. • Experience supporting high-net-worth, ultra-high-net-worth, Family Office, or similarly complex insurance programs preferred. • Strong organizational, analytical, and communication skills. • Ability to manage multiple priorities while maintaining attention to detail and accuracy. • Proficiency with Microsoft Office applications and agency management systems. What You'll Bring • A collaborative approach to working with colleagues, clients, carriers, and business partners. • Strong organizational, problem-solving, and time-management skills. • A commitment to accuracy, responsiveness, and high-quality work. • The ability to adapt to changing priorities in a fast-paced environment. • A desire to learn, develop technical expertise, and contribute to a team-oriented culture. Why Join Our Team Our Family Office Practice supports complex insurance programs for single and multi-family office clients nationwide. Team members have opportunities to collaborate with experienced professionals, develop specialized industry expertise, and contribute to a service model focused on operational excellence and long-term client relationships. We support professional growth through mentorship, training, continuing education, and opportunities to expand technical and industry knowledge. Work Arrangement This is a hybrid position that combines workplace flexibility with opportunities for collaboration across a national Family Office practice. #LI-JM