Job Description
High Net Worth Account Manager
Job Summary
- Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team.
- This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers.
- The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service.
- This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.
Compensation Package
- Salary Range: $70,000-90,000/year
- Benefits: Comprehensive benefits package
Responsibilities
- Provide high-level servicing to high net worth clients, ensuring their needs are met with professionalism and efficiency
- Support producers in managing and retaining client accounts
- Market new and renewal business, ensuring competitive and comprehensive coverage options
- Collaborate with Account Managers to deliver exceptional client experiences
- Utilize AMS360 software to manage accounts and streamline processes
- Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure
Qualifications/Requirements
- Licensure: Property & Casualty (P&C) license required
- Experience: Minimum of 3 years of experience in high net worth account management
- Technical Skills: Proficiency in AMS360 software and familiarity with carriers such as Chubb, Cincinnati, Berkley One, and Pure
- Expertise: Strong knowledge of high net worth insurance products and services
- Location: Must be within a 3 hour drive of Bethesda and willing to attend monthly in-office meetings
- Other Skills: Exceptional client service skills, attention to detail, and the ability to work collaboratively in a team environment
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