Private Client Advisor

The Jonus Group; Houston (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

The Jonus Group in Houston is seeking a Private Client Insurance Account Manager to oversee a portfolio of high-net-worth clients, handling quoting, renewals, and servicing with empathy and professionalism.

The ideal candidate has at least 2 years in personal lines insurance, an active P&C license, and familiarity with HNW carriers such as Chubb, PURE, Cincinnati, and AIG. Training and growth opportunities are provided.

Qualifications

• Active Property & Casualty (P&C) license required.
• Minimum of 2 years in personal lines insurance focusing on HNW clients.
• Familiarity with HNW carriers such as Chubb, PURE, Cincinnati, AIG.
• Eagerness to learn and grow within the role; 90-day in-office training.

Responsibilities

• Manage a portfolio of HNW and middle-market accounts with quotes, renewals, and servicing.
• Provide A-Z account management and client relations with empathy and professionalism.
• Collaborate with the new business team to onboard clients and assess needs.
• Maintain relationships and ensure insurance needs are met.
• Coordinate with HNW carriers (Chubb, PURE, Cincinnati, AIG) and use Sagitta/ImageRight.

Skills

Empathy

Proactive attitude

Communication skills

Willingness to learn

Tools

Sagitta

ImageRight

Job description

Job Description

Private Client Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to valued clients. The ideal candidate will have a proven track record in personal lines insurance, a strong understanding of HNW carriers, and a passion for delivering tailored solutions.

Job Description

Private Client Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to valued clients. The ideal candidate will have a proven track record in personal lines insurance, a strong understanding of HNW carriers, and a passion for delivering tailored solutions.

Compensation Package

• Salary Range: $65,000 - $95,000, depending on experience.
• Benefits: Comprehensive benefits package provided.

Responsibilities

• Manage a portfolio of HNW and middle-market accounts, with policy sizes ranging from $10,000 to $100,000+.
• Provide A-Z account management, including quoting, renewals, and servicing.
• Collaborate with the new business team to onboard new clients and assess their needs.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with empathy and professionalism.
• Work with HNW carriers such as Chubb, PURE, Cincinnati, AIG, and others.
• Utilize software systems such as Sagitta and ImageRight (training provided if needed).

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years of experience in personal lines insurance, with a focus on HNW clients.
• Technical Skills: Familiarity with HNW carriers (e.g., Chubb, PURE, Cincinnati, AIG) is essential.
• Soft Skills:
  • Empathy and understanding when working with HNW clients.
  • Positive energy and a proactive, "go-getter" attitude.
  • Strong communication and interpersonal skills.
  • Eagerness to learn and grow within the role.
• Training: 90-day in-office training period to ensure a smooth transition into the role.