High Net Worth Insurance Account Manager - Hybrid

The Jonus Group • Shelton, CT

5d • Hybrid

About The Position

An established insurance agency is seeking an outgoing, personable individual to manage personal lines accounts. The role involves providing timely quotes, identifying cross-selling opportunities, and delivering exceptional customer service to personal lines customers. The Account Manager handles new and renewal submissions, works with carrier underwriters to secure competitive rates for clients, and manages accounts through quoting, binding, and policy issuance.

Requirements

• Previous experience working with personal lines coverages in a brokerage or agency setting.
• Experience maintaining client relationships.
• Experience handling new and renewal submissions.
• Prior experience quoting, binding, and issuing policies.
• Experience working with multiple carriers and rating systems.
• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct completion of job duties.
• Must hold a Property & Casualty License.

Responsibilities

• Provide timely quotes for personal lines customers.
• Recognize cross-selling opportunities.
• Provide exceptional customer service and maintain client relationships.
• Negotiate with carrier underwriters on behalf of clients to obtain the best rates.
• Handle new and renewal submissions.
• Quote, bind, and issue policies.
• Manage accounts overall.
• Work with multiple carriers and rating systems.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed