Job Description

High Net Worth Personal Insurance Account Executive

Established agency seeking an experienced, detail-oriented Account Executive who demonstrates clear knowledge and understanding of High Net Worth Personal Lines Insurance coverage to join our Private Client Team.

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Comfortable working with policies of $20,000 and higher.
• Works with carriers such as AIG, Pure, Cincinnati, and Chubb.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

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