Personal Insurance Private Client Account Manager
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Job Location:
Glenwood Springs, CO - USA
Monthly Salary:
Not Disclosed
Posted on:
10-11-2025
Vacancies:
1 Vacancy
Job Summary
Job Description
High Net Worth Account Manager
Job Summary
Seeking a highly skilled and experienced High Net WorthAccount Manager to join a growing team. This is a fully remote position offering the opportunity to manage a book of business primarily focused on middle-market private client accounts. The ideal candidate will have a strong background in HNW/Private Client insurance and experience with carriers such as Pure Berkeley One Safeco and AIG. This role offers a dynamic and supportive work environment with opportunities for professional growth.
Compensation Package
- Salary: $70000 - $100000 (depending on experience) commissions
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Manage a middle-market book of business servicing accounts from A-Z
- Handle private client/HNW accounts including quoting new and renewal business
- Build and maintain strong relationships with clients and carriers such as Pure Berkeley One Safeco and AIG
- Identify opportunities for upselling and cross-selling to maximize client satisfaction and revenue growth
- Collaborate with internal teams to ensure seamless service delivery and client retention
- Stay updated on industry trends and carrier offerings to provide expert advice to clients
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) license required
- Experience: 3-5 years of experience in HNW/Private Client insurance
- Technical Skills: Proficiency in EPIC software preferred
- Soft Skills: Strong communication organizational and problem-solving skills; ability to work independently in a remote environment; client-focused mindset; attention to detail; and a proactive approach to account management
- Other: Familiarity with carriers such as Pure Berkeley One Safeco and AIG preferred
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 employers discretion.
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Required Experience:
Manager
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