High Net Worth Insurance Account Manager

Jonus Group; Shelton (CT); On-site; USD 70,000 - 90,000; Full time

Job summary

Jonus Group seeks an outgoing High Net Worth Insurance Account Manager to service personal lines clients, quote promptly, and identify cross-selling opportunities while maintaining strong client relationships.

You will negotiate with underwriters, handle submissions for new and renewal policies, and oversee overall account management with multiple carriers.

Qualifications

• Experience with personal lines coverages in a brokerage/agency setting.
• Experience maintaining client relationships.
• Negotiate with carrier underwriters for best rates.
• Handle new and renewal submissions; quote, bind and issue policies.

Responsibilities

• Provide timely quotes and recognize cross-selling opportunities for personal lines customers.
• Deliver exceptional customer service and account management.
• Coordinate with multiple carriers and rating systems to secure the best terms.
• Manage new and renewal submissions, including quoting, binding and issuing policies.

Skills

Customer service

Sales skills

Organizational skills

Self-direction

Education

Property & Casualty License

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.