Job Description

Responsibilities

• Serve as the main point of contact for a portfolio of high net worth clients, providing personalized service and building lasting relationships
• Assess clients' insurance coverage needs and recommend personalized solutions, including luxury homes, high-value automobiles, and personal liability protection
• Collaborate with underwriters and carriers to negotiate terms, conditions, and premiums to ensure competitive and comprehensive coverage options for clients
• Proactively review and update clients' insurance programs to reflect changing circumstances and ensure ongoing protection
• Field client inquiries, address concerns, and provide guidance on insurance options and policy details
• Stay informed about industry trends, carrier products, and risk management strategies to best serve clients' evolving needs
• Meet and exceed performance targets, including revenue generation, client retention, and customer satisfaction metrics

Qualifications

• Proven experience as an Account Executive in the personal lines insurance industry, with a focus on high net worth clients
• Strong understanding of personal insurance products, including homeowners, automobile, and umbrella liability coverage
• Exceptional relationship-building and communication skills, with the ability to engage and maintain strong connections with high net worth clients
• Proficiency in leveraging insurance carrier relationships and negotiating coverage terms and conditions
• Detail-oriented mindset with a proactive approach to managing client accounts
• A valid insurance license and relevant certifications are preferred

Day-to-day

• Engage with high net worth clients to understand their unique insurance needs and provide tailored guidance
• Collaborate with carriers and underwriters to develop comprehensive insurance proposals and secure competitive coverage options
• Regularly communicate with clients to review policy details, address inquiries, and provide updates on their insurance program
• Attend industry events, seminars, or training sessions to stay updated on industry trends and insurance products

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