Assistant PL AM HNW

Position Summary

• We are seeking a detail-oriented and customer-focused Assistant Account Manager to support our Personal Insurance team in servicing high net worth clients. This role partners closely with Account Managers to deliver exceptional client service and ensure efficient handling of policy administration activities.

Key Responsibilities

• Support Account Managers in servicing high net worth personal insurance accounts.
• Process policy changes, endorsements, renewals, and updates.
• Obtain and compare insurance quotes from carriers.
• Assist with billing inquiries, payment processing, and account reconciliation.
• Prepare and distribute client and carrier documentation.
• Maintain accurate client records and follow up on outstanding items.
• Assist with renewal preparation and marketing activities.

About Us

Family Owned
From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, we’ve grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held.
Our offices inspire a culture of community by supporting causes they stand behind. From fundraising for local food banks, to volunteering at after school programs, we’re proud of the many ways our offices find to give back. Initiatives vary from branch to branch to better serve the individual communities they are located in.