High Net Worth Insurance Client Manager - Hybrid

The Jonus Group•Cockeysville, MD

2d•Hybrid

About The Position

An established insurance agency is seeking a personal lines account manager to handle high-net-worth accounts. The role focuses on client service, coverage recommendations, account retention, and growth. The manager serves as a liaison between clients and carriers, supports client presentations and insurance claims, and handles personal insurance service requests in a fast-paced, team-oriented environment.

Requirements

Active Property & Casualty (P&C) license.
Working knowledge of agency management software; Applied Epic is required.
Excellent presentation and communication skills.
Ability to multitask in a fast-paced insurance environment.
Ability to work within a team environment.
Ability to self-direct the completion of insurance-related job duties.

Responsibilities

Handle high-net-worth accounts.
Conduct client presentations and resolve client concerns and issues.
Review and recommend coverage with a focus on client satisfaction, retention, and rounding existing accounts.
Act as a liaison between clients and carriers.
Cross-sell and respond to walk-in and phone sales questions.
Handle all types of personal insurance.
Order and process renewal and change requests.
Advise clients on coverage recommendations and assist with insurance claims.
Support account retention by following up on cancellations and Broker of Record Letters.
Cross-sell and round out accounts.