Private Client Account Executive
Job Location:
New York City, NY - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
Location: Remote opportunities across the Northeast with an immediate focus on New York. Candidates in Florida California Texas and the Chicago area are also encouraged to apply. Pennsylvania arrangements may vary.
A growing retail insurance brokerage is expanding its national private client practice with a focus on serving high-net-worth individuals and families. Were seeking a P&C-licensed Account Executive who delivers thoughtful responsive service and is interested in supporting complex personal insurance accounts.
Candidates with middle-market or standard personal-lines experience who are ready to grow into private client work are encouraged to apply.
- Manage day-to-day service for a portfolio of personal-lines clients.
- Build strong relationships with clients producers carriers and referral partners.
- Support renewals policy changes coverage reviews and new-business submissions.
- Coordinate with carriers to obtain quotes resolve service issues and keep accounts moving.
- Help identify coverage gaps and bring client needs to the attention of the appropriate team members.
- Partner with producers and risk managers to provide a consistent high-quality client experience.
- Maintain accurate account records and follow brokerage procedures.
- An active Property & Casualty insurance license.
- Experience in a retail insurance brokerage preferably in personal lines.
- Strong client-service communication organization and follow-through skills.
- The ability to manage multiple accounts and priorities with care and attention to detail.
- A collaborative mindset and interest in developing expertise in high-net-worth personal insurance.
Experience with high-net-worth clients family offices or fine art coverage is a plus but not required.
Join a growing team building private client capabilities nationally with an immediate emphasis on New York and the Northeast and additional priority markets in Florida California Texas and Chicago. The role offers an opportunity to develop your private client expertise while working alongside producers and risk managers.
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Required Experience:
IC
About Company
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