Personal Insurance Private Client Account Manager

Salary80000
LocationGlenwood Springs
Job type Permanent
DisciplineAgency
Reference145934

Job description

High Net Worth Account Manager

Job Summary

Seeking a highly skilled and experienced High Net Worth Account 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: $70,000 - $100,000 (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 employer's discretion. 

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