High Net Worth Account Manager - Independent Insurance Agency - Base Salary to 90k / year - Greenwich, CT
Our client, a respected independent insurance agency in the Greenwich, CT area, has an immediate need for a High Net Worth Account Manager.
Responsibilities :
- Provide daily service to an assigned book of middle market & high net worth clients.
- Responsible for quoting, placement, and servicing of homeowners, secondary homes, auto, flood, umbrella, valuables, watercraft, collectibles, and workers compensation.
- Day to day includes : Phone, Email, & In-person customer service; marketing new & renewal business, seeking new business referrals, preparing endorsements, seek cross-sell opportunities and suggest new lines of coverage, invoicing as needed, maintaining accurate files, and reviewing renewals.
Qualifications :
- Must be Property & Casualty (P&C) Licensed in NY or CT. EPIC experience is required.
- Experienced in servicing high net worth clients.
- Experience with carriers including Chubb, AIG / PCS, PURE, BerkleyOne, Cincinnati, Travelers and Progressive.
Compensation :
- Base salary in the 75k 90k / year range, plus a lucrative commission structure.
- 100% Employer Paid Health Insurance, 401k, Profit Sharing, Paid Holidays, Multiple Bonuses, Long / Short Term Disability, PTO, etc.
- Hybrid work schedule.
- Can provide phone / computer for home office and commute stipend.
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