High Net Worth Insurance Account Manager

The Jonus Group; Shelton (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

The Jonus Group is seeking a High Net Worth Insurance Account Manager to join our client-focused team in Shelton, CT. You will provide timely quotes, identify cross-selling opportunities, and deliver exceptional service to personal lines clients.

Candidates should have brokerage or agency experience with personal lines, strong relationship building, and the ability to negotiate with carrier underwriters for competitive rates.

Qualifications

• Previous experience working with personal lines coverages in a brokerage/agency setting.
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submissions.
• Prior experience quoting, binding and issuing policies.
• Experience working with multiple carriers and rating systems.
• Overall account management.

Skills

Customer service

Cross-selling

Relationship management

Negotiation

Organizational skills

Self-direction

Job description

Job Description

High Net Worth Insurance Account Manager

Established agency seeking an outgoing, personable individual to provide timely quotes, recognize cross-selling opportunities, and provide exceptional customer service for personal lines customers.

Qualifications

• Previous experience working with personal lines coverages in a brokerage/agency setting.
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submissions.
• Prior experience quoting, binding and issuing policies.
• Experience working with multiple carriers and rating systems.
• Overall account management.

Requirements

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold a Property & Casualty License.