High Net Worth/Private Client Account Manager
High-Net Worth Account Manager/Private Client Account Manager
We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London.
We are looking for a High-Net Worth Account Manager to join our team. Required Experience:
2 plus years' experience working with High-Net Worth or affluent personal lines clients
Work with other team members to manage book of business
Process endorsement requests, mortgage changes, billings and handle carrier policy downloads
Ability to manage data
Strong organization and interpersonal skills
Familiar with AMS 360 or EPIC agency management systems
Demonstrate ability to work in a team environment
Salary range $75,000 to $90,0000
We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details.
Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks.
We are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future.