High Net Worth Account Manager

Job

• Manage a portfolio of high net worth and family office accounts with premium sizes ranging from $50,000 to $200,000+
• Serve as the primary point of contact for clients, delivering a concierge-level service experience
• Partner closely with producers and leadership to identify coverage enhancements, upsell opportunities, and account retention strategies
• Utilize innovative technology platforms, including a new AI-powered quoting solution that reduces quote turnaround times from hours to minutes
• Collaborate with a dedicated Assistant Account Manager and Resource Pro support team to streamline policy servicing and administrative tasks
• Coordinate with carriers and underwriters to market accounts and secure competitive coverage solutions

Company

• Collaborative Culture: Highly respected private client team led by experienced industry professionals who value teamwork and client advocacy
• Modern Workplace: Leverage cutting-edge technology, including AI-powered tools designed to simplify data gathering and accelerate the quoting process
• Mentorship & Development: Report directly to an experienced leader and gain exposure to sophisticated family office and high net worth clientele
• Flexibility & Stability: Hybrid work environment with an expectation of approximately two in-office days per month; employees living 30+ miles from the office may be exempt. Team members are located throughout the Northeast.
• Comprehensive Benefits: Competitive compensation package, commission opportunities for new business and account growth, and a strong overall benefits offering