High Net Worth Account Executive Personal Lines

High Net Worth Account Executive Personal Lines

Seeking an experienced High Net Worth Account Executive Personal Lines to manage and service a sophisticated portfolio of affluent and high-net-worth clients. This role requires extensive experience handling complex personal insurance programs while delivering concierge-level service and maintaining strong carrier relationships.

The ideal candidate will possess strong technical coverage knowledge experience working with premier high-net-worth insurance carriers and the ability to independently manage all aspects of client service renewals marketing and account retention.

• Manage a portfolio of high-net-worth personal lines accounts.

• Serve as the primary point of contact for affluent clients family offices and trusted advisors.

• Review coverage needs and identify gaps exposures and opportunities for account rounding and enhancement.

• Coordinate policy renewals remarketing efforts endorsements billing inquiries and claims advocacy.

• Prepare professional insurance proposals coverage comparisons and renewal presentations.

• Market accounts to appropriate carriers and negotiate competitive coverage and pricing solutions.

• Maintain strong relationships with underwriting partners and carrier representatives.

• Ensure all client interactions and account activity are accurately documented within the agency management system.

• Deliver exceptional customer service while maintaining strong client retention.

• Stay current on carrier appetite changes coverage enhancements and industry trends affecting high-net-worth clients.

• Collaborate with producers and agency leadership to support new business opportunities and account growth.

• Minimum of 5 years of Personal Lines insurance experience with a strong focus on high-net-worth clientele.

• Extensive knowledge of complex personal insurance programs including:

  • High-value homes

  • Luxury and collector automobiles

  • Valuable articles and collections

  • Excess liability/umbrella coverage

  • Secondary residences

  • Watercraft and specialty exposures

• Experience with:

  • AMS360

  • Microsoft Excel

• Experience working with premier high-net-worth insurance carriers.

• Strong understanding of coverage analysis policy forms underwriting guidelines and carrier appetite.

• Excellent verbal and written communication skills.

• Ability to prioritize organize and manage multiple accounts in a fast-paced environment.

• Holds an active P&C (Property and Casualty) insurance license.

• Salary Range: $80000 $110000 annually depending on experience.

• Competitive benefits package paid time off professional development opportunities etc.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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