Personal Lines Account Executive – High Net Worth

Job Summary
A growing, service-focused team is seeking a highly motivated and detail-oriented Personal Lines Account Executive specializing in High Net Worth accounts. This role involves managing complex personal insurance programs for clients across all 50 states. Ideal candidates are client-focused, collaborative, and experienced in delivering white-glove service to affluent clientele.

Compensation Package

• Salary Range: $80,000 – $125,000 annually
• 401(k) retirement plan
• Comprehensive benefits package
• Hybrid work arrangement

Responsibilities

• Manage day-to-day service for High Net Worth personal lines clients, including coverage reviews, renewals, endorsements, and claims support.
• Partner with producers to assist with new business opportunities and retention initiatives.
• Handle complex accounts with personal lines premiums typically ranging from $10,000 to $35,000+.
• Conduct in-depth coverage analysis to ensure client risk is appropriately addressed.
• Maintain high client satisfaction through proactive communication and responsive service.

Qualifications / Requirements

• Experience: 3–5+ years of experience servicing High Net Worth personal insurance accounts.
• License: Holds an active P&C (Property and Casualty) insurance license.
• Systems: Proficiency in agency management systems (experience with Epic is a plus).
• Skills:
• Client-focused and service-driven
• Highly organized and detail-oriented
• Strong communication and interpersonal skills
• Committed to team collaboration and high client retention

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 employer's discretion.

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