High Net Worth CSR
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Job Location:
Magnolia, TX - USA
Yearly Salary:
$ 60000 - 70000
Posted on:
10-11-2025
Vacancies:
1 Vacancy
Job Summary
Job Description
High Net Worth Customer Service Representative
Job Summary
Seeking a dedicated and experienced High Net Worth Customer Service Representative to join a growing team. This role is an exciting opportunity to work in a laid-back family-oriented and low-stress environment while contributing to the growth of a new division. The successful candidate will be responsible for managing high-value personal lines accounts including auto home jewelry boats yachts and more. If you are a motivated professional with a passion for delivering exceptional client service we encourage you to apply.
Compensation Package
- Salary: $60000 - $70000 annually depending on experience.
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Responsibilities
- Provide exceptional customer service to high-net-worth clients.
- Handle quoting client interactions and new business development.
- Service and manage a book of business including both high-value and standard market accounts.
- Work with high-value carriers such as Chubb AIG Cincinnati PURE and others.
- Collaborate with the team to ensure client satisfaction and retention.
Qualifications/Requirements
- Licenses/Certifications: Property & Casualty (P&C) license required.
- Experience: Minimum of 3 years of experience working with high-value carriers and accounts.
- Technical Skills: Proficiency in Hawksoft software is preferred.
- Soft Skills:
- Strong interpersonal and communication skills.
- Team player with a positive attitude and a commitment to client satisfaction.
- Detail-oriented and organized.
- Adaptable and proactive in managing client needs.
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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Key Skills
- Network security
- Active Directory
- VMware
- Access Points
- LAN
- Routers
- Windows
- Infrastructure
- Internet
- VPN
- Troubleshoot
- Setup
- hardware
- Technical Support
About Company
The Jonus Group #1 Career Coaching Employment Agency - Best Mock Interviews, Linkedin Profile Optimization, Social Media Job Seekers, Outplacement Services, Career Goal Coach.
