New Job Opening: High Net Worth Account Manager - Remote in Maryland/Virginia in Bethesda, MD

Job Description

High Net Worth Account Manager 

Job Summary

Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. 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. This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.

Compensation Package

• Salary Range: $70,000-90,000/year 


• Benefits: Comprehensive benefits package

Responsibilities

• Provide high-level servicing to high net worth clients, ensuring their 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

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required


• Experience: Minimum of 3 years of experience in high net worth account management


• Technical Skills: Proficiency in AMS360 software and familiarity with carriers such as Chubb, Cincinnati, Berkley One, and Pure


• Expertise: Strong knowledge of high net worth insurance products and services


• Location: Must be within a 3 hour drive of Bethesda and willing to attend monthly in-office meetings


• Other Skills: Exceptional client service skills, attention to detail, and the ability to work collaboratively in a team environment

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