High net worth Account manager 2026-22
$50k - $200kMartin Grant Associates, Inc.
Job Description
Job Description
A well-established and growing private client insurance practice is seeking a High Net Worth Account Manager to manage sophisticated personal insurance portfolios, including family office relationships and affluent clients with premium volumes ranging from $50,000 to $200,000+ . This role is ideal for a service-driven insurance professional who enjoys building trusted client relationships while leveraging modern technology and strong internal support resources.
Prior experience working with high net worth personal lines clients is preferred.
The Job:
- Manage a portfolio of high net worth and family office accounts with premium sizes ranging from $50,000 to $200,000+
- Serve as the primary point of contact for clients, delivering a concierge-level service experience
- Partner closely with producers and leadership to identify coverage enhancements, upsell opportunities, and account retention strategies
- Utilize innovative technology platforms, including a new AI-powered quoting solution that reduces quote turnaround times from hours to minutes
- Collaborate with a dedicated Assistant Account Manager and Resource Pro support team to streamline policy servicing and administrative tasks
- Work alongside an in-house Claims Advocate who provides specialized claims support for clients
- Coordinate with carriers and underwriters to market accounts and secure competitive coverage solutions
The Company:
- Collaborative Culture: Join a highly respected private client team led by experienced industry professionals who value teamwork and client advocacy
- Modern Workplace: Leverage cutting-edge technology, including AI-powered tools designed to simplify data gathering and accelerate the quoting process
- Mentorship & Development: Report directly to an experienced leader and gain exposure to sophisticated family office and high net worth clientele
- Flexibility & Stability: Hybrid work environment with an expectation of approximately two in-office days per month; employees living 30+ miles from the office may be exempt. Team members are located throughout the Northeast.
- Comprehensive Benefits: Competitive compensation package, commission opportunities for new business and account growth, and a strong overall benefits offering
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
Vacancy posted a month ago
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