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David Careers

Private Client Advisor

Posted yesterday

jonus groupHouston (TX)
Insurance Sales AgentsInsurance Agencies and Brokerages

SENIORITY

Senior

SALARY

$65,000 - $95,000 per year

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About the role

Job Description: Private Client Insurance Account Manager
Job Summary: Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to valued clients. The ideal candidate will have a proven track record in personal lines insurance, a strong understanding of HNW carriers, and a passion for delivering tailored solutions.
Compensation Package
Salary Range: $65,000 - $95,000, depending on experience.
Benefits: Comprehensive benefits package provided.
Responsibilities:
  • Manage a portfolio of HNW and middle-market accounts, with policy sizes ranging from $10,000 to $100,000+.Provide A-Z account management, including quoting, renewals, and servicing.
  • Collaborate with the new business team to onboard new clients and assess their needs.
  • Build and maintain strong relationships with clients, ensuring their insurance needs are met with empathy and professionalism.
  • Work with HNW carriers such as Chubb, PURE, Cincinnati, AIG, and others.
  • Utilize software systems such as Sagitta and ImageRight (training provided if needed).Qualifications/Requirements
  • Licenses: Active Property & Casualty (P&C) license is required.
Experience: Minimum of 2 years of experience in personal lines insurance, with a focus on HNW clients.
Technical Skills: Familiarity with HNW carriers (e.g., Chubb, PURE, Cincinnati, AIG) is essential. Soft Skills: Empathy and understanding when working with HNW clients. Positive energy and a proactive, "go-getter" attitude. Strong communication and interpersonal skills. Eagerness to learn and grow within the role. Training: 90-day in-office training period to ensure a smooth transition into the role.#LI-EL1

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