Demo

High Net Worth Associate Account Manager

The Jonus Group
Tarrytown, NY Full Time
POSTED ON 1/11/2025
AVAILABLE BEFORE 10/14/2025
Job Description

General responsibilities: Provide day to day customer service, retention, rounding of client accounts, and managing client service needs. Ability to maintain strong attention to detail while working in a fast paced environment, with working knowledge of carrier contracts, systems, and services. Skill in building strong relationships through non-client facing communications is a must.

Qualifications

  • Must have 2 years working in a retail agency environment and with premiums 20K
  • Must hold an active NY P&C License
  • Must be detail oriented
  • Work if a fast paced environment and work with a sense of urgency
  • Ability to communicate effectively
  • Meet deadlines in a timely manner
  • Must be able to advise customers on coverage
  • Ability to cross-sell and identify gaps in coverage

Salary/Compensation

  • Competitive compensation plan
  • Great benefits including medical, dental, vision, life & disability
  • Paid Time Off
  • Paid Holidays
  • 401(k) with employer match
  • Paid Continuing Education

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