Job Description
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 Account Executive position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all Personal and High Net Worth lines insurance.
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
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