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

The Jonus Group; Boston (MA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

The Jonus Group is seeking a highly skilled Private Client Personal Insurance Account Manager to join a fast-growing brokerage. The role focuses on VIP personal lines accounts, including high-value homes, boats/yachts, and fine art.

You will manage a book of business, deliver white-glove service, and work remotely or in a hybrid setup, using Applied EPIC and other agency software, while collaborating with carriers to stay ahead of industry trends.

Qualifications

• Active Property & Casualty license required.
• Strong knowledge of High-Net-Worth coverages.
• Experience with mid-market and VIP personal lines accounts.
• Proficiency with agency management software (Applied EPIC preferred).
• Excellent communication and interpersonal skills.
• Ability to work independently in remote/hybrid environment.
• Commitment to maintaining long-term client relationships.

Responsibilities

• Manage a portfolio of VIP personal lines accounts including high-value homes and yachts.
• Provide exceptional customer service to ensure client satisfaction and retention.
• Service a diverse book of business with varying account sizes.
• Utilize 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

Communication skills

Interpersonal skills

High-net-worth insurance knowledge

Remote/hybrid work capability

Client relationship management

Tools

Applied EPIC

Job description

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 management software 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.