High Net Worth Account Executive
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Job Location:
Roseland, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
High Net Worth Account Executive
Job Summary
A leading independent insurance agency is seeking a highly motivated and experienced professional to join the High Net Worth (HNW) Personal Lines team. The Account Executive will be responsible for managing all aspects of daily client service renewals and re-marketing across P&C personal insurance lines. This role offers the opportunity to work with sophisticated clients in an autonomous and supportive environment.
Compensation
- Compensation: Between $90K-$110K (based on experience).
- Competitive benefits package 401(k) paid time off professional development opportunities etc.
Key Responsibilities
- Manage day-to-day client service including policy changes binders certificates ID cards and billing inquiries
- Provide claims counseling and assistance during the settlement process
- Assist with applications risk profile assessments and renewal questionnaires
- Review policy terms and limits to ensure adequacy for client needs and risk profile
- Re-market renewals when necessary negotiating terms with incumbent and alternative carriers
- Prepare and present detailed renewal reviews to clients
- Implement new and renewal programs ensuring clients receive comprehensive coverage documentation
- Identify opportunities to cross-sell upgrade or enhance existing coverage
Qualifications & Competencies
- 5 years of personal lines experience with a focus on HNW client and account management
- Experience with carriers specializing in HNW clients (e.g. Chubb Cincinnati AIG PURE etc.)
- Expertise across multiple coverage types including Auto Home Umbrella Flood Boat & Yacht and Family Office
- Holds an active P&C (Property and Casualty) insurance license
- Proficiency with agency management software and standard office applications
- Strong communication organizational and leadership skills
- Ability to thrive in a team-oriented environment and manage responsibilities independently
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Required Experience:
IC
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About Company
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