Elite HNW Insurance Account Manager (Hybrid)

The Jonus Group

Cockeysville (MD)

Hybrid

USD 65,000 - 95,000

Full time

5 days ago
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Job summary

The Jonus Group is seeking a High Net Worth Insurance Account Manager in Maryland for a hybrid role. You will manage high-net-worth personal lines, present to clients, and collaborate with carriers to tailor coverage.

This position emphasizes client satisfaction, retention, and proactive renewal work. Strong license and Applied Epic experience are required, with an ability to work in a fast-paced team environment and to cross-sell.

Qualifications

  • Active P&C license is required.
  • Proficient with Applied Epic and agency management software.
  • Strong presentation and communication skills.
  • Ability to multitask in a fast-paced insurance environment.
  • Team-oriented with self-direction.

Responsibilities

  • Handle High-Net-Worth accounts.
  • Conduct client presentations and resolve concerns.
  • Review and recommend coverages to maximize satisfaction and retention.
  • Liaise between clients and carriers.
  • Cross-sell and respond to walk-in/phone inquiries.
  • Handle all types of personal insurance.
  • Process renewal and change requests.
  • Advise on coverage recommendations and assist with claims.
  • Support in retaining accounts through follow-ups and Letters of Broker of Record.

Skills

Presentation skills
Communication
Multi-tasking
Team-oriented
Self-directed

Education

P&C license

Tools

Applied Epic

Job description

The Jonus Group is seeking a High Net Worth Insurance Account Manager in Maryland for a hybrid role. You will manage high-net-worth personal lines, present to clients, and collaborate with carriers to tailor coverage.

This position emphasizes client satisfaction, retention, and proactive renewal work. Strong license and Applied Epic experience are required, with an ability to work in a fast-paced team environment and to cross-sell.

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