High Net Worth Insurance Client Manager - Hybrid

Jonus Group; Cockeysville (MD); Híbrido; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Jonus Group is seeking a High Net Worth Insurance Account Manager in a Hybrid role. You will manage High-Net-Worth client portfolios, present coverage options, and coordinate with carriers to ensure satisfaction and retention.

The role emphasizes cross-selling, handling personal insurance needs, and processing renewals while collaborating with a team in a fast-paced environment.

Formación

• Active P&C license is required.
• Excellent presentation and communication skills.
• Ability to multi-task in a fast-paced insurance environment.
• Ability to work within a team environment.
• Self-direct the completion of insurance related duties.

Responsabilidades

• Handle High-Net-Worth accounts.
• Deliver client presentations and resolve client concerns.
• Review and recommend coverages to satisfy retention.
• Liaise between clients and carriers.
• Cross-sell and assist walk-in/phone sales questions.
• Handle all types of personal insurance.
• Order and process renewals and changes.
• Advise on coverage and assist with insurance claims.
• Assist in retaining accounts by following up on cancellations and letters.
• Cross-sell and round out accounts.

Conocimientos

P&C license

Communication skills

Presentation skills

Teamwork

Multi-tasking

Self-direction

Herramientas

Applied Epic

Descripción del empleo

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 helpwalk-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