Private Client Account Executive - 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

Seeking a highly skilled and experienced Private Client Account Executive to join a growing, mid-sized agency. This role is ideal for a professional with a strong background in managing high-net-worth (HNW) private client accounts, exceptional organizational skills, and a passion for delivering high-touch client service. The successful candidate will work in a dynamic and collaborative environment, leveraging cutting-edge technology to manage complex accounts and provide tailored insurance solutions.

Job Description

Private Client Account Executive

Job Summary

Seeking a highly skilled and experienced Private Client Account Executive to join a growing, mid-sized agency. This role is ideal for a professional with a strong background in managing high-net-worth (HNW) private client accounts, exceptional organizational skills, and a passion for delivering high-touch client service. The successful candidate will work in a dynamic and collaborative environment, leveraging cutting-edge technology to manage complex accounts and provide tailored insurance solutions.

This position offers the flexibility of remote work in select states and the opportunity to be part of a top-rated agency known for its commitment to excellence and employee satisfaction.

Compensation Package

• Salary Range: $85,000 - $98,000 annually
• Benefits: Comprehensive benefits package, including health insurance
• Remote Work: Available in the following states: CO, DC, FL, GA, IL, MD, NC, PA, RI, TX, VA, WV
• Travel: No travel required

Responsibilities

• Manage complex HNW private client accounts, ensuring exceptional service and attention to detail
• Handle renewals, coverage reviews, and carrier relationships with precision and professionalism
• Provide high-touch client service, addressing client needs promptly and effectively
• Quote new and renewal business, ensuring competitive and comprehensive coverage options
• Utilize and adapt to multiple systems, including agency management platforms (EPIC) and CRM tools
• Maintain strong organizational skills to work efficiently in a remote or hybrid environment

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required
• Experience: Minimum of 5 years of experience managing HNW private client accounts
• Technical Skills: Highly tech-savvy, with the ability to learn and adapt to new technology quickly
• Software Proficiency: Experience with EPIC or similar agency management platforms preferred
• Work Environment: Ability to work effectively in a remote or hybrid setting
• Attributes: Strong organizational skills, attention to detail, and a client-focused mindset