Job Description

High Net Worth Assistant Account Manager

Job Summary

A growing agency is seeking a High Net Worth Assistant Account Manager to join their team. In this role, you'll manage high-net-worth individuals' insurance needs, providing personalized service and strategic risk management solutions. This position is responsible for cultivating and maintaining client relationships, ensuring exceptional service delivery and proactive risk assessment. This role involves working with high net worth accounts and prominent clients, and will require attention to detail, professionalism, and excellent written and oral communication skills. 

Responsibilities

• Manage endorsement changes efficiently and accurately.
• Create comprehensive proposals and summaries for client review.
• Follow up on insurance claims and ensure timely resolution.
• Set up new policies and renew existing ones as per client requirements.
• Handle filing tasks and maintain organized documentation.
• Respond promptly to client emails and inquiries with professionalism and clarity.
• Conduct research to support client needs and business development initiatives.
• Quote new business and manage renewal processes effectively.

Qualifications/Requirements

• Proven experience in insurance or related financial services, with a focus on high net worth clients preferred.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills; ability to articulate clearly and professionally.
• High level of professionalism and ability to maintain confidentiality.
• Demonstrated ability to manage multiple tasks and prioritize effectively.
• Proficiency in relevant software applications and office tools, including Microsoft Word, PowerPoint, Excel, and Outlook.
• Ability to work independently and collaboratively within a team environment.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: AMS360 
• At least 2 years of relevant insurance industry experience required. 3+ years preferred.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $60k-$70k (based on experience).
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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