High Net Worth Account Manager - Remote in Maryland/Virginia

The Jonus Group; Bethesda (MD); On-site; USD 70,000 - 90,000; Full time

Job summary

The Jonus Group seeks a highly skilled and experienced High Net Worth Account Manager to join our dynamic insurance brokerage team. This role is integral to operations, focusing on high‑level servicing, client retention, and supporting producers across a diversified organization.

The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service.

Qualifications

• 3+ years of experience in high net worth account management.
• P&C license required.
• AMS360 software proficiency and knowledge of major carriers.
• Strong knowledge of high net worth insurance products.
• Willing to travel up to 3 hours from Bethesda and attend monthly in-office meetings.

Responsibilities

• Provide high-level servicing to high net worth clients, ensuring needs are met with professionalism and efficiency.
• Support producers in managing and retaining client accounts.
• Market new and renewal business, ensuring competitive and comprehensive coverage options.
• Collaborate with Account Managers to deliver exceptional client experiences.
• Utilize AMS360 software to manage accounts and streamline processes.
• Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure.

Skills

High net worth accounts

Client service

Relationship management

Team collaboration

Market renewal

Education

Property & Casualty license

Tools

AMS360

Job description

Job Summary

Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service. This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.

Job Description

High Net Worth Account Manager

Job Summary

Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service. This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.

Compensation Package

• Salary Range: $70,000-90,000/year
• Benefits: Comprehensive benefits package

Responsibilities

• Provide high-level servicing to high net worth clients, ensuring their needs are met with professionalism and efficiency
• Support producers in managing and retaining client accounts
• Market new and renewal business, ensuring competitive and comprehensive coverage options
• Collaborate with Account Managers to deliver exceptional client experiences
• Utilize AMS360 software to manage accounts and streamline processes
• Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 3 years of experience in high net worth account management
• Technical Skills: Proficiency in AMS360 software and familiarity with carriers such as Chubb, Cincinnati, Berkley One, and Pure
• Expertise: Strong knowledge of high net worth insurance products and services
• Location: Must be within a 3 hour drive of Bethesda and willing to attend monthly in-office meetings
• Other Skills: Exceptional client service skills, attention to detail, and the ability to work collaboratively in a team environment