Senior Account Executive – Private Client/HNW
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Job Description
Senior Account Executive managing relationships with high net worth personal insurance clients. Developing strategies for new business and renewals with minimal supervision.
Responsibilities:
- Interacts with clients to develop and maintain relationships
- Prepares applications, specifications and marketing strategy for new business
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
- Collaborates with business managers to structure, place, and service complex personal lines programs
- Maintains a diary to ensure compliance with requests
Requirements:
- Typically more than 8 years industry and product line experience
- BA/BS preferred
- Property & Casualty Broker's License required
- CIC, CPCU or other P&C designation preferred
- Experience working with business managers, family offices, or advisory firms serving high net worth or affluent clients preferred.
Benefits:
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
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