Job Description

Private Client Account Executive

Job Summary

Seeking an experienced and detail-oriented Premier Private Client Account Executive to join a growing team. This in-office position works closely with the agency principal and is responsible for quoting and binding new business, conducting renewal reviews to support client retention, and delivering exceptional service in a fast-paced environment. The ideal candidate will have a deep understanding of the unique needs of high-net-worth clientele and possess strong policy and product knowledge across high-net-worth carrier partners.

Compensation Package

• Sign-On Bonus
• Competitive salary based on experience
• Company-paid Health, Dental, Vision & Life Insurance
• Quarterly & Annual Agency Growth Bonuses
• Company-paid AAA membership
• Optional in-house gym membership

Responsibilities

• Manage and service, with support, an assigned high-net-worth book of business for accounts over $50K in premium.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance.
• Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards.
• Prepare and conduct high-level client renewal reviews.
• Stay current on industry trends, product developments, coverage updates, and emerging technologies.
• Meet agency-defined service and quality metrics.
• Ensure policy compliance and maintain confidentiality of company and client information.
• Assist with projects and other duties as assigned by management.
• Act as a team player by supporting colleagues and providing backup for other Account Managers as needed.

Qualifications/Requirements

• Experience:
  • 5+ years of high-net-worth personal lines experience with a minimum of 3 years working with accounts of $50K+ in total premium.
  • Experience and familiarity with leading high-net-worth carriers such as Chubb, AIG, PURE, Cincinnati, and Berkley One, as well as working with wholesale brokers on hard-to-place Excess & Surplus Lines business.
• Licensing:
  • Active Property & Casualty Insurance License in good standing.
• Skills:
  • Strong problem-solving abilities with the capacity to make independent decisions and develop solutions that support outstanding client experience and team objectives.
  • Effective listening and communication skills to identify needs, troubleshoot issues, and provide professional insurance guidance.
  • Exceptional verbal, written, and presentation skills.
  • Excellent organizational, planning, problem-solving, and multitasking abilities.
  • Proficiency in agency management systems, carrier portals, MS Office applications (Word, Excel, Outlook & Teams), and other essential technologies such as Scribe.
  • Ability to adapt to shifting priorities, be resourceful, and embrace change.
  • Strong people skills and the ability to build and maintain client relationships.
  • Commitment to continuous process improvement and team development.
• Additional Attributes:
  • Highly self-motivated with a strong work ethic and resilience to work through challenges.
  • Flexibility to take on additional responsibilities and projects as needed.

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