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Personal Insurance Private Client Account Manager
Personal Insurance Private Client Account ManagerThe Jonus Group • Glenwood Springs, Colorado, USA
Personal Insurance Private Client Account Manager

Personal Insurance Private Client Account Manager

The Jonus Group • Glenwood Springs, Colorado, USA
18 days ago
Job type
  • Full-time
Job description

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-Z
  • Handle private client / HNW accounts including quoting new and renewal business
  • Build and maintain strong relationships with clients and carriers such as Pure Berkeley One Safeco and AIG
  • Identify opportunities for upselling and cross-selling to maximize client satisfaction and revenue growth
  • Collaborate with internal teams to ensure seamless service delivery and client retention
  • Stay updated on industry trends and carrier offerings to provide expert advice to clients
  • Qualifications / Requirements

  • Licenses / Certifications : Active Property & Casualty (P&C) license required
  • Experience : 3-5 years of experience in HNW / Private Client insurance
  • Technical Skills : Proficiency in EPIC software preferred
  • Soft 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 management
  • Other : Familiarity with carriers such as Pure Berkeley One Safeco and AIG preferred
  • Disclaimer : 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.

    #LI-DD4

    #INDTJG-PT

    Required Experience :

    Manager

    Key Skills

    Administration,Facilities Management,Advocacy,Aerospace,Cloud Computing,Back Office

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Personal Insurance Account Manager • Glenwood Springs, Colorado, USA

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