Sr. High Net Worth Client Manager Dallas

Dallas , TX $75,000.00 - $92,000.00 / Annual

Description

Top rated, established, Dallas based agency is seeking a Sr. High Net Worth Account Manager. Seeking candidates with a minimum of 2 years of account management experience in the independent agency High Net Worth space.

Responsibilities:
Running preliminary quotes on renewals as early as 60 days prior and no more than 15 days prior to the renewal date

Policy checking – comparing coverage to the renewals

Updating quotes per Private Client Group Advisor requests in a timely manner

Documenting all work including quotes, emails to underwriters, claim reports, inner office correspondence, etc.

Providing comparison spreadsheets

Advising in regard to additional servicing needs such as coverage inquiries, endorsements, claims inquiries


Requirements:
Minimum of 2 years of experience in the independent Private Client Group arena

Knowledge of carriers such as PURE, Chubb, AIG, Cincinnati, etc.


About Criterion Executive Search, Inc.

For 44 years Criterion Executive Search has been recognized as one of the nation’s leading executive staffing and recruiting firms. As one of Tampa, FL first recruiting & staffing agencies we have been privileged to work with leading companies throughout the state of Florida. Those same strategic partnerships have allowed us to perfect our personalized, life-cycle approach to placing the ideal candidates with their ideal companies.

Our innovative individualized placement strategies allow us to match Insurance professionals with companies throughout the country, and beyond. Each of our job placement specialists has a minimum of two years in the recruiting industry and an average of nearly 15 years of experience. Each recruiter has their own, personal, and direct experiences within their specialization.

You may expect complete confidentiality at all times during the hiring process; a key element to the success of our business. In today's age we understand that our client's privacy is of the utmost importance.

Contact the Criterion Executive Search office to speak with a recruiter about this job now or find out more about other job placement opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

©2025 Criterion Executive Search. An Equal Opportunity Employer. Veteran Owned.


Job Id Number : 11241
Staffing Industry : Insurance
Contact Jodi Becker in our Tampa, FL office for questions or to apply for the Sr. High Net Worth Client Manager Dallas job today;

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