Private Client Account Manager jobs in United States
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The Jonus Group · 1 week ago

Private Client Account Manager

The Jonus Group is seeking a highly motivated and experienced Private Client Insurance Account Manager to join a dynamic team. This role involves managing high-net-worth accounts and providing exceptional service to clients, requiring a strong background in personal lines insurance and a proactive, client-focused approach.

EmploymentInsuranceRecruiting

Responsibilities

Manage a portfolio of high-net-worth personal lines insurance accounts, with policy sizes ranging from $10,000 to $100,000+
Provide end-to-end account management, including quoting, renewals, and servicing
Collaborate with the new business team to onboard clients and assess their needs
Build and maintain strong relationships with clients, ensuring their insurance needs are met with the highest level of professionalism
Work with HNW carriers such as Chubb, PURE, Cincinnati, AIG, and others
Adapt responsibilities based on strengths and performance, with opportunities for growth and increased responsibility

Qualification

Property & Casualty licenseHigh-net-worth insurance experienceSagitta softwareImageRight softwareEmpathetic approachCommunication skillsTeam collaboration

Required

Active Property & Casualty (P&C) license is required
Previous experience working with high-net-worth clients and carriers such as Chubb, PURE, Cincinnati, and AIG is essential
Empathetic and client-focused approach
Positive energy and a proactive attitude
Strong communication and interpersonal skills
Eagerness to learn and grow within the role
Ability to work collaboratively within a team-oriented culture

Preferred

Familiarity with Sagitta and ImageRight software is preferred (training available if needed)
No specific educational requirements, but relevant experience is highly valued

Benefits

401(k): Employer match available after 90 days
Comprehensive benefits package provided

Company

The Jonus Group

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The Jonus Group is an insurance company specializes in full service recruiting firm that offers both direct hire and contract hire services.

Funding

Current Stage
Growth Stage

Leadership Team

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Ryan Morse
Chief Operating Officer
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Seth Brady
Chief Sales Officer (CSO)
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Company data provided by crunchbase