High Net Worth Personal Insurance Account Manager - Hybrid/Fully Remote

Jonus Group; Boston (MA); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Jonus Group is seeking a Private Client Personal Insurance Account Manager to join a fast-growing brokerage. You will manage VIP personal lines accounts with a focus on high-net-worth coverages and white-glove service for valued clients.

The role requires an active P&C license, knowledge of high-net-worth coverages, and experience handling mid-market to VIP personal lines. Remote/hybrid work flexibility is supported, with focus on delivering exceptional client service.

Qualifications

• Active Property & Casualty (P&C) license is required.
• Strong knowledge of High-Net-Worth coverages.
• Proven experience managing mid-market and VIP personal lines accounts.

Responsibilities

• Manage a portfolio of VIP personal lines accounts (high-value homes, boats/yachts, fine art/jewelry).
• Provide exceptional customer service to ensure client satisfaction and retention.
• Manage and service a book of business with diverse account sizes.
• Use agency management software to manage accounts efficiently.
• Collaborate with carriers such as Andover, Chubb, AIG, PURE, and others.
• Stay updated on industry trends and insurance coverages.

Skills

Excellent communication

Interpersonal skills

Tools

Applied EPIC

Job description

Private Client Personal Insurance Account Manager

Job Summary

Seeking a highly skilled and experienced Private Client Personal Insurance Account Manager to join a fast growing brokerage. This role is ideal for a professional with a strong background in insurance. The successful candidate will manage VIP personal lines accounts, providing exceptional white glove service to valued clients.

Responsibilities

• Manage a portfolio of VIP personal lines accounts, including secondary and high-value homes, boats/yachts, antique/exotic cars, fine art/jewelry and more.
• Provide exceptional customer service, ensuring client satisfaction and retention.
• Manage and service a book of business, handling a diverse range of account sizes.
• Utilize agency managementsoftware to manage accounts efficiently.
• Collaborate with carriers such as Andover, Chubb, AIG, PURE, and others.
• Stay updated on industry trends and maintain strong knowledge of insurance coverages.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• Strong knowledge of High-Net-Worth coverages.
• Proficiency in using Applied EPIC or similar agency management software is preferred.
• Proven experience managing mid-market and VIP personal lines accounts.
• Excellent communication and interpersonal skills.
• Ability to work independently in a fully remote/hybrid environment.
• Commitment to providing outstanding customer service and maintaining long-term client relationships.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-KB1