Premier High-Net-Worth Insurance Accounts Manager

The Jonus Group

Bethesda (MD)

On-site

USD 70,000 - 90,000

Full time

2 days ago
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Job summary

The Jonus Group seeks a highly skilled and experienced High Net Worth Account Manager to join our dynamic insurance brokerage team. This role is integral to operations, focusing on high‑level servicing, client retention, and supporting producers across a diversified organization.

The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service.

Qualifications

  • 3+ years of experience in high net worth account management.
  • P&C license required.
  • AMS360 software proficiency and knowledge of major carriers.
  • Strong knowledge of high net worth insurance products.
  • Willing to travel up to 3 hours from Bethesda and attend monthly in-office meetings.

Responsibilities

  • Provide high-level servicing to high net worth clients, ensuring needs are met with professionalism and efficiency.
  • Support producers in managing and retaining client accounts.
  • Market new and renewal business, ensuring competitive and comprehensive coverage options.
  • Collaborate with Account Managers to deliver exceptional client experiences.
  • Utilize AMS360 software to manage accounts and streamline processes.
  • Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure.

Skills

High net worth accounts
Client service
Relationship management
Team collaboration
Market renewal

Education

Property & Casualty license

Tools

AMS360

Job description

The Jonus Group seeks a highly skilled and experienced High Net Worth Account Manager to join our dynamic insurance brokerage team. This role is integral to operations, focusing on high‑level servicing, client retention, and supporting producers across a diversified organization.

The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service.

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