The Jonus Group
High Net Worth Assistant Account Manager / Account Manager
The Jonus Group, Houston, Texas, United States, 77246
High Net Worth Assistant Account Manager / Account Manager
Join to apply for the
High Net Worth Assistant Account Manager / Account Manager
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The Jonus Group High Net Worth Assistant Account Manager / Account Manager
1 week ago Be among the first 25 applicants Join to apply for the
High Net Worth Assistant Account Manager / Account Manager
role at
The Jonus Group Get AI-powered advice on this job and more exclusive features. Job Description
High Net Worth Assistant Account Manager / Account Manager
Job Summary
Looking for a dedicated and professional individual to join a team as a Job Description
High Net Worth Assistant Account Manager / Account Manager
Job Summary
Looking for a dedicated and professional individual to join a team as a
Personal Lines High Net Worth Assistant Account Manager
or
Account Manager . This role involves working with high-net-worth accounts, providing exceptional service, and ensuring client satisfaction. Whether you are an experienced insurance professional or looking to grow your career in this field, this position offers an excellent opportunity to work in a dynamic and supportive environment.
Responsibilities
Assistant Account Manager Level :
Process endorsement changes, create proposals and summaries. Follow up on claims and set up policies. Handle filing, respond to emails and inquiries, and conduct research. Perform back-end administrative tasks to support the team.
Account Manager Level
Manage accounts from A-Z, including remarketing, underwriting, and client advocacy. Communicate with underwriters and attend client/prospect meetings as needed. Conduct reviews with clients and prospects. Quote new and renewal business.
Qualifications/Requirements
Assistant Account Manager :
Minimum of 2+ years of insurance experience (middle market experience acceptable). Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook. Strong communication and writing skills, with excellent grammar and email etiquette. P&C license preferred.
Account Manager
Approximately 5+ years of insurance experience, with at least 50% of the book of business in high-net-worth accounts. Proficiency in AMS360 software. P&C license required.
Desired Soft Skills
Professionalism and presentability to clients. Strong communication and interpersonal skills. Attention to detail and organizational abilities. Ability to work independently and collaboratively. Adaptability and a proactive approach to problem-solving.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Business Development, and Finance Industries Banking, Financial Services, and Insurance Referrals increase your chances of interviewing at The Jonus Group by 2x Sign in to set job alerts for “Assistant Account Manager” roles.
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Join to apply for the
High Net Worth Assistant Account Manager / Account Manager
role at
The Jonus Group High Net Worth Assistant Account Manager / Account Manager
1 week ago Be among the first 25 applicants Join to apply for the
High Net Worth Assistant Account Manager / Account Manager
role at
The Jonus Group Get AI-powered advice on this job and more exclusive features. Job Description
High Net Worth Assistant Account Manager / Account Manager
Job Summary
Looking for a dedicated and professional individual to join a team as a Job Description
High Net Worth Assistant Account Manager / Account Manager
Job Summary
Looking for a dedicated and professional individual to join a team as a
Personal Lines High Net Worth Assistant Account Manager
or
Account Manager . This role involves working with high-net-worth accounts, providing exceptional service, and ensuring client satisfaction. Whether you are an experienced insurance professional or looking to grow your career in this field, this position offers an excellent opportunity to work in a dynamic and supportive environment.
Responsibilities
Assistant Account Manager Level :
Process endorsement changes, create proposals and summaries. Follow up on claims and set up policies. Handle filing, respond to emails and inquiries, and conduct research. Perform back-end administrative tasks to support the team.
Account Manager Level
Manage accounts from A-Z, including remarketing, underwriting, and client advocacy. Communicate with underwriters and attend client/prospect meetings as needed. Conduct reviews with clients and prospects. Quote new and renewal business.
Qualifications/Requirements
Assistant Account Manager :
Minimum of 2+ years of insurance experience (middle market experience acceptable). Proficiency in Microsoft Word, PowerPoint, Excel, and Outlook. Strong communication and writing skills, with excellent grammar and email etiquette. P&C license preferred.
Account Manager
Approximately 5+ years of insurance experience, with at least 50% of the book of business in high-net-worth accounts. Proficiency in AMS360 software. P&C license required.
Desired Soft Skills
Professionalism and presentability to clients. Strong communication and interpersonal skills. Attention to detail and organizational abilities. Ability to work independently and collaboratively. Adaptability and a proactive approach to problem-solving.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Business Development, and Finance Industries Banking, Financial Services, and Insurance Referrals increase your chances of interviewing at The Jonus Group by 2x Sign in to set job alerts for “Assistant Account Manager” roles.
Associate Sales Account Manager - Houston, TX
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Houston, TX $125,000.00-$140,000.00 1 month ago Regional Account Manager, ICIS (Houston, TX)
Houston, TX $102,700.00-$190,900.00 2 days ago Corporate Accounts Manager, Distribution
Houston, TX $150,000.00-$160,000.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr