Job Description

Senior High Net Worth Account Executive:

One of our Agency focus's is on High Net Worth (HNW) Personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. 

The Senior Account Executive position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P&C personal insurance. 

• Strong Stability: No employee turnover in over 12 years

• Generous Compensation: Annual bonuses and raises, with bonuses typically 10-15% of salary

• High-Value Book: Manages one of the largest Chubb books in the country, not PE-backed

• Healthcare Coverage: 100% individual health insurance paid

• Commuting Support: Commute to NYC office one day a week fully covered

• Flexible Work Schedule: Only one day a week required in the NYC office - the rest from home!

• Philanthropy: Annual charity bonus per employee to donate, plus a charity dinner in NYC

• Autonomous Environment: No micromanagement, seeking independent professionals
  
  

Essential Functions:

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc. 
• Address client questions regarding premiums and billing statements
• Provide claims counseling and assistance during the claim settlement process
• Assist client with completion of applications, risk profile assessments and renewal 
  questionnaires
• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
• Re-market client policy renewals as needed given client need and/or current market conditions
• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
• Prepare re-marketing results and provide a detailed renewal review to discuss with the client
• Implement new/renewal program and provide client with detailed evidence of coverage
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
  

Competencies & Qualifications: 

The qualified candidate must have:

• 10+ years personal lines experience with a background in HNW client/account management services.
• HNW experience with the following carriers: Chubb, Cincinnati, Berkeley, Travelers AIG, PURE
• HNW experience with the following required; Auto, Home, Umbrella, Flood, Family Office, Boat & Yacht
• Proper insurance licenses
• Experience with AMS 360, Excel, Word and general computer skills
• Strong communication skills, work well in a team orientated environment and under pressure
• Good leadership, analytical and organizational skills

#LI-JL1