Job Description
Senior High Net Worth Account Executive:
One of our Agency focuss 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 remarketing 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 1015 of salary
HighValue Book: Manages one of the largest Chubb books in the country not PEbacked
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
- Remarket 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 broadestcoverage available at the most competitive premiums
- Prepare remarketing results and provide a detailed renewal review to discuss with the client
- Implement new/renewal program and provide client with detailed evidence of coverage
- Crosssell/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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Required Experience:
IC