Private Client Account Executive

$85k - $98k

Full-time

The Jonus Group

Maryland

Job Description

Private Client Account Executive

Job Summary

Seeking a highly skilled and experienced Private Client Account Executive to join a growing mid-sized agency. This role is ideal for a professional with a strong background in managing high-net-worth (HNW) private client accounts exceptional organizational skills and a passion for delivering high-touch client service. The successful candidate will work in a dynamic and collaborative environment leveraging cutting-edge technology to manage complex accounts and provide tailored insurance solutions.

This position offers the flexibility of remote work in select states and the opportunity to be part of a top-rated agency known for its commitment to excellence and employee satisfaction.

Compensation Package

Salary Range : $85000 - $98000 annually
Benefits : Comprehensive benefits package including health insurance
Remote Work : Available in the following states: CO DC FL GA IL MD NC PA RI TX VA WV
Travel : No travel required

Responsibilities

Manage complex HNW private client accounts ensuring exceptional service and attention to detail
Handle renewals coverage reviews and carrier relationships with precision and professionalism
Provide high-touch client service addressing client needs promptly and effectively
Quote new and renewal business ensuring competitive and comprehensive coverage options
Utilize and adapt to multiple systems including agency management platforms (EPIC) and CRM tools
Maintain strong organizational skills to work efficiently in a remote or hybrid environment

Qualifications/Requirements

Licensure : Active Property & Casualty (P&C) license required
Experience : Minimum of 5 years of experience managing HNW private client accounts
Technical Skills : Highly tech-savvy with the ability to learn and adapt to new technology quickly
Software Proficiency : Experience with EPIC or similar agency management platforms preferred
Work Environment : Ability to work effectively in a remote or hybrid setting
Attributes : Strong organizational skills attention to detail and a client-focused mindset

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Required Experience:

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Vacancy posted 21 days ago

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