High Net Worth Account Manager Remote in MarylandVirginia

High Net Worth Account Manager

Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations focusing on high-level servicing client retention and supporting producers. The ideal candidate will have a strong background in high net worth accounts a proven track record of success and a commitment to delivering exceptional service. This position offers the opportunity to work within a reputable and diversified organization with multiple divisions including property management leasing hospitality residential insurance and construction & development.

• Salary Range: $/year
• Benefits: Comprehensive benefits package

• Provide high-level servicing to high net worth clients ensuring their needs are met with professionalism and efficiency
• Support producers in managing and retaining client accounts
• Market new and renewal business ensuring competitive and comprehensive coverage options
• Collaborate with Account Managers to deliver exceptional client experiences
• Utilize AMS360 software to manage accounts and streamline processes
• Maintain strong relationships with key carriers including Chubb Cincinnati Berkley One and Pure

• Licensure: Property & Casualty (P&C) license required
• Experience: Minimum of 3 years of experience in high net worth account management
• Technical Skills: Proficiency in AMS360 software and familiarity with carriers such as Chubb Cincinnati Berkley One and Pure
• Expertise: Strong knowledge of high net worth insurance products and services
• Location: Must be within a 3 hour drive of Bethesda and willing to attend monthly in-office meetings
• Other Skills: Exceptional client service skills attention to detail and the ability to work collaboratively in a team environment

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