Location
Bethesda - 100% Remote
Date Posted
9/11/2022

Private Client Account Manager

Our client is a privately held insurance agency headquartered in the heart of Fairfax County. As an all-lines insurance broker, they have been serving the WDC & Mid-Atlantic regional communities with success since 1970.

They offer a wide range of insurance products including Risk Management services, Commercial Lines, Personal Lines/Private Client, Life and Disability, Employee Benefits.

Their standards for providing the best customer experience are extremely high.

The successful candidate will be responsible for managing a book of personal lines accounts comprised of Private Client/High Net Worth individuals.

This opportunity offers:

  • Opportunity to work in a fast-moving, diverse culture where work/life balance is valued.
  • Significant opportunity for professional growth.
  • Work Remotely
  • Round out accounts.
  • Work on both personal lines and private client accounts.
  • Round out your career with exposure to commercial lines as well.
  • Jump on the train - this firm has doubled in size in past three years to more than 30 employees

Background Required:

  • Demonstrated success as a Personal Lines account manager. Private client experience is a Plus.
  • Some familiarity in the following coverage areas: Jewelry, Boats, Expensive Homes, Vacation Homes, Antique Cars, Fine Arts, etc.
  • Communications with the various carrier representatives who operate in the private client sectors such as Nationwide Private, Chubb, AIG, Travelers, and others.
  • Carrier negotiations.
  • Providing support and servicing while interfacing with the producers and wealthy clientele.
  • Experienced with both new and renewal commercial lines accounts is a big plus.

    Compensation Structure:

    • Base: A Base Salary + Bonus/Commissions.
    • Bonus: Possible accelerators
    • Excellent benefits –Standard Package