jonus groupHouston, TX
Private Client Advisor
$65,000 - $95,000 per year
Apply (opens in a new tab)Private Client Advisor
Private Client Advisor
jonus groupHouston, TX
yesterday
$65,000 - $95,000 per year
Insurance Agencies and BrokeragesAll Other Insurance Related ActivitiesDirect Property and Casualty Insurance Carriers
Apply for this role (opens in a new tab)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.#LI-EL1
Also on the board Same function, level within a rung
Level
Senior
Salary
$65,000 - $95,000 per year
Location
Houston, TX
Occupation
Insurance Sales Agents
Industry
Insurance Agencies and Brokerages
Posted
yesterday