What are the responsibilities and job description for the Account Manager/Producer position at Zermatt Insurance Group?
ABOUT THE JOB
About Zermatt Insurance Group
Zermatt Insurance Group is a boutique independent insurance agency serving high-net-worth individuals, families, business owners, and organizations with tailored insurance and personal risk management solutions. Built on deep industry expertise, concierge-level service, and long-standing relationships with the nation’s leading insurance carriers, we help clients protect what matters most through thoughtful guidance, responsive support, and access to premier coverage options.
Our work spans a wide range of sophisticated insurance needs, including primary and seasonal residences, luxury vehicles, flood coverage, valuable collections, excess liability, commercial properties, general liability, commercial vehicles, workers’ compensation, and other specialized coverage. This role is an opportunity to contribute to a service-driven agency that values professionalism, attention to detail, and trusted client relationships.
Role Summary:
This is an opportunity for an account manager/producer with a consultative sales approach and experience working with high-net-worth clientele across personal lines and commercial insurance. You’ll have access to an elite portfolio of carriers and the tools needed to grow a profitable book of business while delivering white-glove client service.
Responsibilities
· Develop and manage a robust pipeline of affluent personal lines and commercial insurance prospects through proactive outreach, referrals, and relationship-building.
· Cultivate trusted relationships with centers of influence, including wealth managers, attorneys, realtors, business advisors, and other professional referral partners.
· Assess client needs and design comprehensive personal risk management and commercial insurance programs using industry-leading carriers and tailored coverage solutions.
· Advise clients on coverage options across high-value homes, personal excess liability, valuable articles, commercial property, general liability, business auto, workers’ compensation, and other specialized risks.
· Partner closely with internal service, underwriting, and quoting teams to deliver a seamless client experience from prospecting through placement, renewal, and ongoing support.
· Represent the agency with professionalism, responsiveness, and a consultative approach that reflects the expectations of high-net-worth individuals, families, business owners, and organizations.
Ideal Candidate Profile
· Minimum of 2 years of experience in personal lines and/or commercial insurance, preferably serving affluent or high-net-worth clients.
· Active Property & Casualty insurance license required; North Carolina license required and multi-state licensing preferred.
· Strong understanding of coverage nuances, underwriting considerations, and the service expectations of high-net-worth clients.
· Excellent interpersonal, consultative, communication, and presentation skills, with the ability to build trust with clients and referral partners.
· Entrepreneurial mindset with a strong desire to build, manage, and grow a long-term book of business.