Job Description

Private Client Insurance Account Manager

Job Summary

Seeking a highly motivated and experienced Private Client Insurance Account Manager to join a dynamic team. This role, officially titled "Private Client Advisor," involves managing high-net-worth (HNW) accounts and providing exceptional service to the valued clients. The ideal candidate will possess a strong background in personal lines insurance, particularly with HNW carriers, and demonstrate a proactive, empathetic, and client-focused approach.

Compensation Package

• Salary Range: $70,000 - $85,000 annually (commensurate with experience)
• 401(k): Employer match available after 90 days
• Benefits: Comprehensive benefits package provided
• Work Arrangement: Hybrid (90 days in-office training, then alternating weeks in-office and remote)

Responsibilities

• Manage a portfolio of high-net-worth personal lines insurance accounts, with policy sizes ranging from $10,000 to $100,000+.
• Provide end-to-end account management, including quoting, renewals, and servicing.
• Collaborate with the new business team to onboard clients and assess their needs.
• Build and maintain strong relationships with clients, ensuring their insurance needs are met with the highest level of professionalism.
• Work with HNW carriers such as Chubb, PURE, Cincinnati, AIG, and others.
• Adapt responsibilities based on strengths and performance, with opportunities for growth and increased responsibility.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Previous experience working with high-net-worth clients and carriers such as Chubb, PURE, Cincinnati, and AIG is essential.
• Technical Skills: Familiarity with Sagitta and ImageRight software is preferred (training available if needed).
• Soft Skills:
  • Empathetic and client-focused approach
  • Positive energy and a proactive attitude
  • Strong communication and interpersonal skills
  • Eagerness to learn and grow within the role
  • Ability to work collaboratively within a team-oriented culture
• Education: No specific educational requirements, but relevant experience is highly valued.

Additional Information

• Work Environment: Hybrid schedule after 90 days of in-office training. Option to work from the Kingwood office if closer to that location.
• Training: Comprehensive 90-day training program provided.
• Onboarding Requirements: Background check, verification of P&C license, and submission of two forms of ID.
• Start Date: Flexible, but the ideal candidate will be available to start as soon as possible.

#LI-EL1