Private Client Account Executive - Remote

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

Job summary

Jonus Group is seeking a Private Client Account Executive to manage high-net-worth private client accounts with a focus on exemplary service. This role supports a remote or hybrid work setup and requires proficiency with agency management platforms such as EPIC and related CRM tools.

The ideal candidate holds an active P&C license and has 5+ years of HNW account management, strong organizational skills, and a client-centric mindset to deliver tailored insurance solutions.

Qualifications

• Minimum 5 years of experience managing high-net-worth private client accounts.
• Active Property & Casualty (P&C) license required.
• Tech-savvy with ability to learn new systems quickly.

Responsibilities

• Manage complex high-net-worth private client accounts with exceptional service.
• Handle renewals, coverage reviews, and carrier relationships with professionalism.
• Provide high-touch client service and promptly address client needs.

Skills

Client service

Organizational skills

Attention to detail

Remote work

Strong communication

Education

Active Property & Casualty license

5+ years HNW account management

Tools

EPIC

CRM tools

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

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