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The Jonus Group

High Net Worth Assistant Account Manager / Account Manager

The Jonus Group, Houston, Texas, United States, 77246

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High Net Worth Assistant Account Manager / Account Manager

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High Net Worth Assistant Account Manager / Account Manager

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The Jonus Group High Net Worth Assistant Account Manager / Account Manager

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High Net Worth Assistant Account Manager / Account Manager

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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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