High Net Worth Personal Insurance Account Executive

 

Established agency seeking an experienced, detail-oriented Account Executive who demonstrates clear knowledge and understanding of High Net Worth Personal Lines Insurance coverages to join a Private Client Team.

 

The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Comfortable working with policies of $20,000 and higher.
• Works with carriers such as AIG, Pure, Cincinnati, and Chubb.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

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