High Net Worth Account Manager
The Jonus Group•Denver, CO
•$50,000 - $75,000
About The Position
Seeking a highly motivated and experienced Personal Lines Account Manager or Account Executive to join a team. This role involves managing a book of business with $300k+ in revenue, focusing on High Net Worth (HNW) and Standard Personal Lines accounts. The ideal candidate will have a proven track record of delivering exceptional client service, cross-selling, and upselling.
Requirements
- Active Property & Casualty (P&C) license required.
- Minimum of 2+ years in a similar role, with a focus on High Net Worth clients and carriers.
- Proficiency in Epic software is required.
- Strong written communication skills, particularly in email correspondence.
- Ability to build rapport and maintain professional relationships.
- Effective verbal communication skills with team members and clients.
- Prior industry experience is essential.
Nice To Haves
- Longevity in previous roles is preferred.
Responsibilities
- Manage and service a book of business with $300k+ in revenue.
- Provide exceptional service to High Net Worth (HNW) clients and carriers.
- Handle quoting for new and renewal business (20% new, 80% renewal).
- Cross-sell and upsell Personal Lines products to existing and new clients.
- Build and maintain strong relationships with clients and carriers.
- Communicate effectively with team members and clients, both professionally and personally.
Benefits
- Comprehensive Medical, Dental, and Vision insurance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
