Account Manager, Private Client Group

ABOUT HATCHER

At Hatcher, we are committed to delivering a high-quality client experience through collaboration, accountability, and attention to detail. Our teams work together to support our clients and each other—bringing professionalism, consistency, and care to every interaction.

SUMMARY

The Account Manager provides operational and service support to Private Client Group clients in partnership with Client Managers. This role plays a critical part in ensuring accuracy, efficiency, and consistency across client accounts.

The Account Manager is primarily internally focused, with some client interaction, and serves as a key contributor to the overall client service experience.

In this role, you will contribute by:

• Maintaining the agency management system by processing endorsements, renewals, and carrier transactions with a high degree of accuracy
• Reviewing documents thoroughly and documenting all account activity in accordance with internal standards
• Supporting client requests, billing questions, and administrative needs as part of the service team
• Processing invoices, including both agency-billed and carrier-billed transactions
• Supporting the renewal process by preparing applications and completing pre-renewal reviews or account audits
• Handling carrier interfaces, including underwriting support, issuing renewals, and distributing policy documentation to clients
• Communicating with carrier underwriters to resolve discrepancies and ensure appropriate underwriting outcomes
• Managing policy changes, including submitting information to carriers, tracking follow-ups, and validating accuracy of updates
• Utilizing comparative rating tools to support new business and remarketing efforts
• Monitoring downloads and data flows to ensure accuracy within systems
• Maintaining current and complete client and policy data
• Providing backup support to team members and assisting with special projects as needed
• Maintaining confidentiality of client and company information

You might be a great fit if you:

• Take pride in delivering a high-quality client experience
• Thrive in a fast-paced, detail-oriented environment
• Are highly organized with strong time management skills
• Can effectively prioritize multiple deadlines and requests
• Communicate clearly and professionally, both written and verbal
• Are comfortable working with data and systems
• Are responsive, adaptable, and proactive in your approach
• Are proficient in Microsoft Office (Outlook, Excel, Word, etc.)

Required:

• 1+ year of experience in a customer service or similar role within insurance
• Property & Casualty license (or ability to obtain within a defined timeframe)
• Strong technical and computer skills

Preferred:

• Associate’s degree or relevant coursework