High Net Worth Account Manager

The Jonus Group; Denver (CO); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Growth opportunities

Supportive team culture

Job summary

The Jonus Group in Denver, CO, seeks a motivated Personal Lines Account Manager or Account Executive to manage a $300k+ revenue book, focusing on High Net Worth and standard Personal Lines clients. You will service accounts, quote new and renewal business, and collaborate with carriers to optimize coverage and pricing.

Ideal candidates bring a Property & Casualty license, at least two years in a similar role, and proficiency with Epic software.

Qualifications

• Active Property & Casualty license required.
• Minimum 2+ years in a similar role focused on High Net Worth clients.
• Experience with Epic software is required.
• Not seeking recent graduates; prior industry experience essential.

Responsibilities

• Manage and service a book of business with $300k+ revenue.
• Provide exceptional service to High Net Worth clients and carriers.
• Quote for new and renewal business (20% new, 80% renewal).
• Cross-sell and upsell Personal Lines products.
• Build and maintain strong relationships with clients and carriers.
• Communicate with team and clients professionally.

Skills

Strong written communication

Relationship building

Verbal communication

Client service

Tools

Epic

Job description

Job Description

Personal Lines Account Manager/Account Executive

Job Summary

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.

Compensation Package

• Salary Range: $50,000 - $65,000 for Account Manager; up to $75,000 for Account Executive (based on experience and book size).
• Benefits: Comprehensive Medical, Dental, and Vision insurance.
• Additional Perks: Opportunity for professional growth within a supportive team culture.

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.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2+ years in a similar role, with a focus on High Net Worth clients and carriers. Longevity in previous roles is preferred.
• Technical Skills: Proficiency in Epic software is required.
• Soft Skills:
  • 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.
• Education: Not seeking recent graduates; prior industry experience is essential.