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Private Client Insurance Account Manager Jobs (NOW HIRING)

Global Recruiters Denver

$65K - $150K/yr

Proactively generate, pursue, and convert new Private Client Group business through networking ... account management, marketing, and carrier partners to secure appropriate coverage and pricing ...

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$26.5K

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How much do private client insurance account manager jobs pay per year?

As of Jun 8, 2026, the average yearly pay for private client insurance account manager in the United States is $52,593.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $59,000.00 per year, depending on experience, location, and employer.

What is the difference between Private Client Insurance Account Manager vs Insurance Broker?

AspectPrivate Client Insurance Account ManagerInsurance Broker
CredentialsCertifications like CIP or ACII often preferredSimilar certifications, often required
Work EnvironmentTypically employed by insurance companies or agenciesWork independently or for brokerage firms, advising clients
Employer & Industry UsageFocuses on managing existing high-net-worth clientsAssists clients in finding suitable insurance policies from multiple providers
Search & Comparison IntentUnderstanding client management roles within insurance companiesComparing client advisory roles and policy sourcing

In summary, a Private Client Insurance Account Manager primarily manages existing high-net-worth clients within an insurance company, focusing on personalized service. An Insurance Broker, on the other hand, acts as an intermediary, helping clients find the best policies across multiple providers. Both roles require similar certifications but differ in their work environment and client interaction focus.

Insurance Account Manager

Insurance Account Manager

Dahl Consulting

Saint Joseph, MN • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Title: Insurance Account Manager
Location: St. Joseph or Litchfield, MN
Job Type: Permanent
Compensation: $52,000 - $60,000 + Bonus
Industry: Insurance
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About the Role
Our firm is partnering with a well-established, independent insurance agency serving individuals and businesses across multiple lines of coverage. They are seeking an Insurance Account Manager to support a producer and act as the primary service contact for clients. This role is focused on account management and client service rather than sales, making it ideal for someone who enjoys operational support, organization, and relationship management within the insurance industry.
Job Description
The Insurance Account Manager will work closely with a producer and assist with the day-to-day management of personal and commercial insurance accounts. This position serves as the first point of contact for many client needs and plays a key role in policy servicing, documentation, and coordination with carriers.
Key responsibilities include:
  • Supporting a producer in all facets of account management and policy servicing
  • Assisting clients with policy quoting, endorsements, and coverage changes
  • Preparing applications and gathering underwriting details for submission to carriers
  • Working with underwriters to provide requested information and respond to follow-up questions
  • Assisting with policy issuance, rewrites, and renewals
  • Helping with billing inquiries, payments, and explanations of statements
  • Processing ID cards, certificates of insurance (COIs), and policy documents
  • Preparing insurance summaries and client proposals
  • Assisting with commercial insurance audits
  • Filing insurance claims and following up on claim status as needed
  • Escalating more complex or sensitive questions to the producer when appropriate
Qualifications
Required
  • Prior experience in an insurance agency or brokerage environment
  • Knowledge of personal and/or commercial insurance processes
  • Strong organizational skills and attention to detail
  • Ability to manage multiple accounts and priorities effectively
  • Clear written and verbal communication skills
  • Customer-focused mindset with a problem-solving approach
  • Proficiency with agency management systems and standard office software
Preferred
  • Active Property & Casualty insurance license (or ability to obtain)
  • Experience working directly with producers or agents
  • Familiarity with commercial insurance audits and claims processes
  • Experience preparing proposals and insurance summaries
Benefits
This position offers a comprehensive benefits package designed to support your health, financial security, and work-life balance, including medical, dental, and vision coverage, as well as life insurance. Employees are also eligible to participate in a 401(k) retirement plan and enjoy paid time off (PTO) to recharge and maintain flexibility throughout the year.
How to Apply
Take the first step on your new career path!To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement
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!
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Company Description

Our promise is simple. DAHL has proven year after year that we are flexible, consistent and easy to work with, which is why our clients and consultants have stayed with us, and we've continued to grow throughout the years.
Our clients know they can depend on our efforts, as we hold their priorities in high regard. We genuinely care about each and every relationship and promise to work with the utmost of respect, integrity and high energy, as we continually strive to build long-term relationships.