Job Description
Senior High Net Worth Account Executive- $125,000-$150,000
Our National Client is seeking a Senior Ultra High Net Worth Account Executive within 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.
Competencies & Qualifications:
The qualified candidate must have:
- 10+ years personal lines experience with a background in HNW client/account management services. Must be a family office expert
- HNW experience with the following carriers: Chubb, AIG Private Client Group, PURE required, with Cincinnati, Nationwide Private Client Group and Nat Gen Premiere preferred.
- HNW experience with the following required; Coastal homes, earthquake and brush fire, extensive fine arts and jewelry schedules, exotic/collector cars, yacht/watercraft, builder’s risk, etc.
- Proper insurance licenses
- Experience with Applied Systems AMS 360, Worksmart
- Strong communication skills, work well in a team orientated environment and under pressure
- Good leadership, analytical and organizational skills
Essential Functions:
- 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
We offer a competitive salary of $125,000-$150,000, benefits and additional compensation possibilities for new business production!
Disclaimer:
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
We provide equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
We offer a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy.
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