Job Description
High Net Worth Account Manager
Job Summary
Seeking a highly skilled and experienced High Net WorthAccount Manager to join a growing team. This is a fully remote position offering the opportunity to manage a book of business primarily focused on middle-market private client accounts. The ideal candidate will have a strong background in HNW / Private Client insurance and experience with carriers such as Pure Berkeley One Safeco and AIG. This role offers a dynamic and supportive work environment with opportunities for professional growth.
Compensation Package
- Salary : $70000 - $100000 (depending on experience) commissions
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
Manage a middle-market book of business servicing accounts from A-ZHandle private client / HNW accounts including quoting new and renewal businessBuild and maintain strong relationships with clients and carriers such as Pure Berkeley One Safeco and AIGIdentify opportunities for upselling and cross-selling to maximize client satisfaction and revenue growthCollaborate with internal teams to ensure seamless service delivery and client retentionStay updated on industry trends and carrier offerings to provide expert advice to clientsQualifications / Requirements
Licenses / Certifications : Active Property & Casualty (P&C) license requiredExperience : 3-5 years of experience in HNW / Private Client insuranceTechnical Skills : Proficiency in EPIC software preferredSoft Skills : Strong communication organizational and problem-solving skills; ability to work independently in a remote environment; client-focused mindset; attention to detail; and a proactive approach to account managementOther : Familiarity with carriers such as Pure Berkeley One Safeco and AIG preferredDisclaimer : Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience :
Manager
Key Skills
Administration,Facilities Management,Advocacy,Aerospace,Cloud Computing,Back Office
Employment Type : Full-Time
Experience : years
Vacancy : 1