High Net Worth Account Manager

Our client is a well-established, full-service regional insurance agency with a strong concentration of business in Washington State. Known for delivering a high-touch, high-integrity, client-driven service experience — including white-glove service for their most valued clients — they have built a reputation for excellence across Commercial, Personal, and Group Benefits lines of insurance. Their employee-centric leadership has resulted in exceptionally low turnover, and they offer a comprehensive, employer-paid benefits package that includes Medical, Dental, Vision, HSA, Life Insurance, and a 401(k) plan with company match. Our client is seeking an experienced High Net Worth Account Manager (also known as a Private Client Account Manager) to join a collaborative team pod alongside a Producer/Account Executive and an Administrative Coordinator. This is a pure service and relationship-focused role — there is no cold calling, no quotas, and no new business requirements. You will dedicate your expertise to managing and deepening relationships with an established portfolio of affluent clients, engaging in account rounding, generating referrals, and cross-selling where appropriate. If you take pride in delivering exceptional service and enjoy building long-term client relationships, this role was designed for you. Responsibilities Serve as the primary point of contact for a portfolio of High Net Worth/Private Client accounts with annualized revenue of approximately $400K — includi