Senior Account Manager High Net Worth
Core
Strategic client service leader for complex high net worth accounts, overseeing service delivery, mentoring teams, and partnering with producers to drive retention and growth.
Role type
Senior Account Manager (High Net Worth)
Builds
Client service delivery, retention, and account growth for complex insurance accounts
Domain
Insurance / High Net Worth
Deliverable
client delivery
Required skills
Complex account management, team mentoring, carrier negotiation, risk identification, renewal strategy, stakeholder communication
Preferred skills
Professional insurance designations, advanced insurance product knowledge
Technologies
Property & Casualty insurance platforms, Microsoft Office
Responsibilities
Serve as primary contact for complex accounts; lead client service delivery and quality control; mentor Account Managers and Associates; partner with Producers on strategy and renewals; negotiate coverage and pricing with carriers; identify risks and coverage gaps; ensure accurate documentation and service standards.
Seniority
Senior, hands-on IC with leadership responsibilities