High Net Worth Account Manager

The Jonus Group
Palm Beach, FL, United States
Full-time

Job Description

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross selling opportunities and provide exceptional customer service.

Qualifications :

  • Previous experience working with personal lines coverage in a brokerage / agency setting.
  • Experience maintaining client relationships.
  • Negotiate with carrier underwriters on behalf of clients for best rates.
  • Ability to handle new and renewal submission.
  • Prior experience quoting binding and issuing policies.
  • Experience working with multiple carriers and rating systems.
  • Overall account management.

Requirements :

  • Proven customer service and sales skills.
  • Excellent organizational skills.
  • Ability to self-direct the completion of job duties.
  • Must hold Property & Casualty License.

LI-MB3

30+ days ago
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