High Net Worth Account Manager

Jobtailor; Miami (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor, based in Miami, FL, seeks an experienced insurance professional to educate clients, advise on coverage options, and manage complex accounts with luxury carriers. The role involves developing business from existing relationships, handling billing, and ensuring accurate policy documentation.

The ideal candidate holds an active 2-20 license, 2–3 years working with high-net-worth clientele, and proficiency in MS Office; bilingual in English/Spanish is a plus.

Qualifications

• High school diploma or equivalent.
• Active 2-20 insurance license.
• 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
• Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word.
• Bachelor’s degree or higher (preferred).
• Bi-lingual (English/Spanish) (preferred).
• Epic or Sagitta system experience (preferred).

Responsibilities

• Inform, educate, and make recommendations to clients, carrier representatives, and underwriters.
• Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures.
• Determine acceptability and placement of coverage and collect premium payments when applicable.
• Resolve billing issues and service requests while maintaining timeliness and completeness of information.
• Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients.
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Support clients with standard and complex inquiries regarding coverages, products, and services the company offers.
• Document and answer client calls, emails and mail transactions.
• Collaborate and respond formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response.
• Communicate with clients to obtain additional information to complete transactions.

Skills

MS Office

Bilingual English/Spanish

Luxury carriers relations

Insurance licensing

Education

High school diploma

Bachelor's degree or higher

Tools

Epic

Sagitta

Job description

Responsibilities

• Inform, educate, and make recommendations to clients, carrier representatives, and underwriters
• Develop new business from existing accounts and assigned leads as appropriate and in accordance with standard practices, policies, and procedures
• Determine acceptability and placement of coverage and collect premium payments when applicable
• Resolve billing issues and service requests while maintaining concern for timeliness and completeness of information
• Monitor status of change requests, review policy documents for accuracy and follows up to delivery of change documents to clients
• Oversee the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts
• Supporting clients with standard and complex inquiries regarding coverages, products, and services the company offers
• Responsible for documenting and answering client calls, emails and mail transactions
• Collaborates and responds formally to client correspondence, either verbally or in writing, utilizing all reference material necessary to provide an informed response
• Communicates with clients to obtain additional information to complete transactions

Requirements

• High school diploma or equivalent
• Active 2-20 insurance license
• 2-3 years of experience with high-net-worth clientele and key relationships with luxury carriers, such as AIG, Chubb, PURE, Vault, Cincinnati and Berkley One.
• Proficiency with Microsoft Office Suite, including Excel, Outlook, and Word
• Bachelor’s degree or higher (preferred)
• Bi-lingual (English/Spanish) (preferred)
• Epic or Sagitta system experience (preferred)