High Net Worth Insurance Client Manager - Hybrid

The Jonus Group; Cockeysville (MD); Hybrid; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

The Jonus Group is seeking a High Net Worth Insurance Account Manager in Maryland for a hybrid role. You will manage high-net-worth personal lines, present to clients, and collaborate with carriers to tailor coverage.

This position emphasizes client satisfaction, retention, and proactive renewal work. Strong license and Applied Epic experience are required, with an ability to work in a fast-paced team environment and to cross-sell.

Qualifikationen

• Active P&C license is required.
• Proficient with Applied Epic and agency management software.
• Strong presentation and communication skills.
• Ability to multitask in a fast-paced insurance environment.
• Team-oriented with self-direction.

Aufgaben

• Handle High-Net-Worth accounts.
• Conduct client presentations and resolve concerns.
• Review and recommend coverages to maximize satisfaction and retention.
• Liaise between clients and carriers.
• Cross-sell and respond to walk-in/phone inquiries.
• Handle all types of personal insurance.
• Process renewal and change requests.
• Advise on coverage recommendations and assist with claims.
• Support in retaining accounts through follow-ups and Letters of Broker of Record.

Kenntnisse

Presentation skills

Communication

Multi-tasking

Team-oriented

Self-directed

Ausbildung

P&C license

Tools

Applied Epic

Jobbeschreibung

High Net Worth Insurance Account Manager - Hybrid

Established agency seeking to add a personal lines account manager to their team.

Responsibilities Include

• Handling High-Net-Worth accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers
• Ability to cross sell and help walk-in/phone- sales questions
• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements

• Must have an active P&C license
• Must have working knowledge of agency management software *Applied Epic Required
• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment
• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties