HNW Private Client Account Lead — Remote

The Jonus Group; McLean (VA); Remote; USD 85,000 - 98,000; Full time

Benefits offered by this job

Health insurance

Comprehensive benefits package

Remote work availability

Job summary

The Jonus Group is seeking an experienced Private Client Account Executive to manage high-net-worth client accounts with a focus on service, renewal management, and carrier relationships. This role supports remote work in select states and upholds a culture of excellence and client care.

Ideal candidates bring 5+ years of HNW experience, a P&C license, and comfort with agency tech like EPIC and CRM tools to deliver tailored insurance solutions.

Qualifications

• Active Property & Casualty (P&C) license required.
• Minimum of 5 years of experience managing HNW private client accounts.
• Highly tech-savvy with ability to learn new technology quickly.
• Experience with EPIC or similar agency management platforms preferred.
• Remote or hybrid work ability.
• Strong organizational skills and client-focused mindset.

Responsibilities

• Manage complex HNW private client accounts with exceptional service and attention to detail.
• Handle renewals, coverage reviews, and carrier relationships with precision.
• Provide high-touch client service and address client needs promptly.
• Quote new and renewal business with competitive, comprehensive coverage.
• Utilize systems including EPIC and CRM tools.
• Maintain strong organizational skills for remote or hybrid work.

Skills

HNW accounts

Client service

Organizational skills

Tools

EPIC

CRM

Job description

The Jonus Group is seeking an experienced Private Client Account Executive to manage high-net-worth client accounts with a focus on service, renewal management, and carrier relationships. This role supports remote work in select states and upholds a culture of excellence and client care.

Ideal candidates bring 5+ years of HNW experience, a P&C license, and comfort with agency tech like EPIC and CRM tools to deliver tailored insurance solutions.