Private Client Account Executive

Private Client Account Executive
Schedule: Hybrid - 3days in 2 days from home
Salary: 100k-135k depending on overall qualifications

Seeking an experienced and detail-oriented Premier Private Client Account Executive to join a growing team. This Hybrid position works closely with the agency principal and is responsible for quoting and binding new business conducting renewal reviews to support client retention and delivering exceptional service in a fast-paced environment. The ideal candidate will have a deep understanding of the unique needs of high-net-worth clientele and possess strong policy and product knowledge across high-net-worth carrier partners.

• Competitive salary based on experience
• Company-paid Health Dental Vision & Life Insurance
• Quarterly & Annual Agency Growth Bonuses
• Company-paid AAA membership
• Optional in-house gym membership

• Manage and service with support an assigned high-net-worth book of business for accounts over $50K in premium.
• Prepare new business and renewal submissions including marketing rating proposal presentations applications and binder processes through policy issuance.
• Create applications supplemental forms binders coverage summaries Broker of Record forms certificates Evidence of Property and Auto ID cards.
• Prepare and conduct high-level client renewal reviews.
• Stay current on industry trends product developments coverage updates and emerging technologies.
• Meet agency-defined service and quality metrics.
• Ensure policy compliance and maintain confidentiality of company and client information.
• Assist with projects and other duties as assigned by management.
• Act as a team player by supporting colleagues and providing backup for other Account Managers as needed.

• Experience:
  • 5 years of high-net-worth personal lines experience with a minimum of 3 years working with accounts of $50K in total premium.
  • Experience and familiarity with leading high-net-worth carriers such as Chubb AIG PURE Cincinnati and Berkley One as well as working with wholesale brokers on hard-to-place Excess & Surplus Lines business.
• Licensing:
  • Active Property & Casualty Insurance License in good standing.
• Skills:
  • Strong problem-solving abilities with the capacity to make independent decisions and develop solutions that support outstanding client experience and team objectives.
  • Effective listening and communication skills to identify needs troubleshoot issues and provide professional insurance guidance.
  • Exceptional verbal written and presentation skills.
  • Excellent organizational planning problem-solving and multitasking abilities.
  • Proficiency in agency management systems carrier portals MS Office applications (Word Excel Outlook & Teams) and other essential technologies such as Scribe.
  • Ability to adapt to shifting priorities be resourceful and embrace change.
  • Strong people skills and the ability to build and maintain client relationships.
  • Commitment to continuous process improvement and team development.
• Additional Attributes:
  • Highly self-motivated with a strong work ethic and resilience to work through challenges.
  • Flexibility to take on additional responsibilities and projects as needed.

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