Personal Account Manager

Job Summary

Seeking an experienced and dedicated Personal Account Manager to join a professional and family-oriented team. This role involves managing a mix of high-net-worth (HNW) and standard accounts (approximately 75/25 split) within a generalist market. The ideal candidate will have a strong background in account management, familiarity with carriers, and a commitment to providing exceptional service. This is an onsite position with working hours from 8:00 AM to 4:30 PM, Monday through Friday.

Compensation Package

• Competitive salary: $70,000 - $80,000+ (commensurate with experience; potential to go higher based on qualifications)
• Performance-based bonuses, including revenue and Christmas bonuses
• 100% employer-paid health insurance
• Generous paid time off:
  • 5 days sick leave
  • 5 days personal leave
  • 2-4 weeks of vacation
• 401(k) with employer match
• All professional designations and licenses fully covered

Responsibilities

• Manage a portfolio of high-net-worth and standard accounts, ensuring excellent service and client satisfaction
• Build and maintain strong relationships with clients and carriers
• Handle new business referrals and provide tailored solutions to meet client needs
• Collaborate with a professional and dedicated team to achieve company goals
• Maintain a high level of professionalism and dedication to client service

Qualifications/Requirements

• Proven experience in account management, preferably with exposure to high-net-worth clients
• Familiarity with insurance carriers and industry practices
• Experience with AMS (preferred, but open to providing training)
• Strong interpersonal and communication skills
• Ability to work effectively in a small business environment with a professional and family-oriented culture
• Commitment to continuous learning and professional development

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