Account Manager responsible for expanding and increasing revenue from a portfolio of high - potential clients. Key focus on building relationships and driving growth within the client base, while utilizing analytical insights.
About the role
- High-Net-Worth Insurance Account Manager overseeing and expanding affluent clients' portfolios. Managing relationships, advising on risks, and ensuring insurance needs are precisely met at Duncan Financial Group.
Responsibilities
- Overseeing and expanding a portfolio of affluent clients
- Delivering exceptional service tailored to complex risk profiles
- Proactively managing client relationships
- Ensuring insurance needs are met with accuracy and professionalism
- Client servicing, risk advising, and policy retention
- Cross-selling a full range of personal insurance products
Requirements
- High school diploma or equivalent required
- Active Pennsylvania Property & Casualty license required; CIC or CISR designation a plus
- Minimum of 5 years of insurance industry experience, ideally within an independent agency environment
- Demonstrated success managing a High-Net-Worth private client book of business
- Strong knowledge of insurance coverage forms, carrier products, and basic underwriting guidelines
- Proficient in utilizing carrier-specific systems and technology platforms to service accounts
- Proficiency in Microsoft Office Suite
- Experience with an agency management system, preferably Applied Epic
- Excellent written and verbal communication skills
- Strong organizational and time management abilities, with the capacity to prioritize, multitask, solve problems, and perform effectively under pressure
- Self-motivated with the ability to work independently in a fast-paced environment
- Strong attention to detail while maintaining security of confidential information
- Ability to pass a criminal background check as permitted by law.
Benefits
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off and Paid Holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Go - to - Market Lead managing commercial partnerships to drive gyde's growth. Collaborating with CEO on GTM strategies and customer lifecycle management.
Account Manager optimizing SEA & Social Ads campaigns for clients in a growth agency. Driving digital acquisition strategies and analyzing performance metrics with clients.
National Account Manager driving growth for MOMA in the UK foodservice wholesale market. Managing existing relationships and developing new business opportunities to enhance market position.
Manager, Product Management leading data - focused technology solutions through innovative partnerships at Capital One. Involves cross - functional collaboration and strategic roadmap execution.
VP, Managing Director managing a book of business of defined contribution plans. Building relationships with clients and Fidelity personnel to deliver excellent service and solutions.
Sales Manager leading and developing high - performing teams for RS in the Philippine market. Driving strategic customer engagement and enhancing sales performance across territories.
Relationship Manager managing corporate customer relationships and ensuring profitability at Luminor Group. Direct sales to small business segment clients while maintaining existing relationships.
Client Account Manager serving as the strategic face of Payment Services for clients in payments industry. Managing accounts, ensuring profitability, and consults with clients for performance improvement.
Key Account Manager in a tech company managing accounts focused on Deutsche Bahn and transportation. Building long - term customer relationships and identifying new market potentials.