HNW Private Client Account Manager

Cragin & Pike

Job Description

You will provide exceptional, high-level, personalized service and support to high-net-worth clients. Your role involves developing and maintaining strong working relationships through both verbal and written communication. You will regularly assess available coverages to inform, educate, and recommend additional options or changes. Additionally, you will collaborate with Account Executives to evaluate the coverage needs of prospective clients, obtain competitive quotes, and present coverage proposals. Once proposals are accepted, you will bind the coverage through insurance carriers and issue the clients' policy documents and ID cards.

What experience do you need to succeed in this role?

Have you worked with high-net-worth clients? If your previous clients and employers describe you as highly organized, professional, and enjoyable to work with due to your exceptional level of service, you'll be a great fit for our team. A background in property and casualty insurance and a current Property & Casualty license are required.

If you thrive in an environment where you can wear multiple hats and successfully manage competing deadlines, this role is for you. If you are naturally inclined to go above and beyond to make someone's day, you'll fit right in with the rest of the Cragin & Pike team. Those who recognize the significance of “presentation” and enjoy crafting packages that impress clients will excel in this position.

Responsibilities

Developing and maintaining strong working relationships through both verbal and written communication with High Net Worth clients. You will regularly assess available coverages to inform, educate, and recommend additional options or changes

Requirements

Recent prior experience in Property & Casualty insurance.

Prior experience working with High Net Worth clients strongly preferred.

Current Property & Casualty license.

Benefits

Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Tuition Reimbursement
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan

Apply

Vacancy posted 14 days ago

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