High-Net-Worth Personal Lines Account Executive

About

We are seeking an experienced High-Net-Worth Personal Lines Account Executive to join a highly successful, fast-growing boutique insurance brokerage. This role supports a substantial personal lines book, servicing sophisticated clients with complex insurance needs.

You will partner closely with high-net-worth clients, working with top-tier carriers to place risks. This is a fast-paced, technology-forward office with strong operational support-including CSRs, virtual assistants, and marketing support-so you can focus on clients and strategy.

Responsibilities

• Manage and service a high-net-worth personal lines book
• Advise clients on coverage, exposures, and risk mitigation strategies
• Conduct coverage reviews and drive cross-selling opportunities
• Remarket and bind policies to maintain competitive placement
• Collaborate closely with carrier partners
• Build trusted client relationships through proactive communication

Qualifications

• Experience managing a Private Client/ HNW Personal Lines book
• Active P&C License
• White glove approach
• Experience marking to Chubb, AIG, PURE, Cincinnati and other HNW carriers

Offerings

• Annual bonus and performance reviews with growth discussions
• Comprehensive benefits (Health, Group Life, 401k, PTO)
• Dedicated support staff partnered with you
• Continuing education & licensing support