High Net Worth Account Manager - Personal Insurance
About The Position
The Private Client Account Manager has an impact on overall brokerage success by assisting in the achievement of client retention goals, effectively and consistently providing exceptional client service, and fostering a culture of accountability, integrity, respect and teamwork while focusing on continuous improvement. This role will grow in responsibility during the incumbent's tenure, from supporting small to moderate sized clients to supporting larger clients with complex and diverse needs along with the day-to-day management of an assigned book of business. The Account Manager will function as a mentor to Associate Account Manager(s), and support Account Executives and/or Risk Advisors with operational support, which drives the overall success of the organization.
Requirements
- high school diploma/GED (college preferred)
- confidence and demeanor to effectively interact with all levels within the organization
- can hold your own while working a computer (Microsoft Office Suite and Outlook)
- obtain your property & casualty license within your first 90 days
Benefits
- 401k plan where the Company matches 50% of the first 6% you contribute
- Paid parental leave
- Medical, dental, and vision options
- Robust wellness program
- Paid vacation, paid holidays, floating holidays and more!
- hybrid work schedule (after the probationary period)
- dress for your day policy
- flexible work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Insurance Carriers and Related Activities
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
