High Net Worth Account Manager - Remote in Maryland/Virginia
Bethesda, Montgomery County, Maryland, 20811, USA
Listed on 2026-10-15
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Insurance
Insurance Agent & Advisor
Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service.
This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.
Job Summary
Seeking a highly skilled and experienced High Net Worth Account Manager to join a dynamic and diversified insurance brokerage team. This role is integral to operations, focusing on high-level servicing, client retention, and supporting producers. The ideal candidate will have a strong background in high net worth accounts, a proven track record of success, and a commitment to delivering exceptional service.
This position offers the opportunity to work within a reputable and diversified organization with multiple divisions, including property management, leasing, hospitality, residential, insurance, and construction & development.
- Salary Range: $70,/year
- Benefits:
Comprehensive benefits package
- Provide high-level servicing to high net worth clients, ensuring their needs are met with professionalism and efficiency
- Support producers in managing and retaining client accounts
- Market new and renewal business, ensuring competitive and comprehensive coverage options
- Collaborate with Account Managers to deliver exceptional client experiences
- Utilize AMS
360 software to manage accounts and streamline processes - Maintain strong relationships with key carriers, including Chubb, Cincinnati, Berkley One, and Pure
- Licensure:
Property & Casualty (P&C) license required - Experience:
Minimum of 3 years of experience in high net worth account management - Technical
Skills:
Proficiency in AMS
360 software and familiarity with carriers such as Chubb, Cincinnati, Berkley One, and Pure - Expertise:
Strong knowledge of high net worth insurance products and services - Location:
Must be within a 3 hour drive of Bethesda and willing to attend monthly in-office meetings - Other
Skills:
Exceptional client service skills, attention to detail, and the ability to work collaboratively in a team environment
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