HNW Personal Lines Account Executive
HNW Personal Lines Account Executive
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Job Description
Job Description
High Net Worth Personal Lines Account Executive: Salary 85k-100k ability to earn commissions
Hybrid Schedule 3 days in office and 2 days work from home
The 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.
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 broadestcoverage 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:
- 3 years personal lines experience with a background in HNW client/account management services.
- HNW experience with the following carriers: Chubb AIG Private Client Group PURE required with Cincinnati Nationwide Private Client Group and Nat Gen Premiere preferred.
- Proper insurance licenses
- Experience with Applied Epic 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
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.
#LI-TM1
Required Experience:
IC
Employment Type
Full-Time
