Private Client Account Manager

The Jonus Group•Houston, TX

46d•$70,000 - $85,000•Hybrid

About The Position

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.

Requirements

Active Property & Casualty (P&C) license is required.
Previous experience working with high-net-worth clients and carriers such as Chubb, PURE, Cincinnati, and AIG is essential.
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

Nice To Haves

Familiarity with Sagitta and ImageRight software is preferred (training available if needed).

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.