Personal Lines High Net Worth Account Executive

About

Independent Retail Insurance Agency is seeking a dynamic and experienced High Net Worth Personal Insurance Account Manager or Account Executive. The successful candidate will be responsible for managing a portfolio of private client personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions.

Responsibilities

• Serve as the primary point of contact for a portfolio of high net worth and private client personal insurance clients
• Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
• Identify new market opportunities and develop strategies to expand our customer base
• Build and maintain strong relationships with key clients, ensuring their needs are met
• Prepare and present insurance proposals and renewals to clients
• Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
• Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities

Qualifications & Experience

• Current property and casualty license
• MUST HAVE High Net Worth Experience (Venture Capitalist, Investment Managers, Hedge Funds, HNW Private Clients)
• 3 Years of experience preferred in personal insurance
• Experience with standard market and high net worth personal lines home, auto, umbrella coverages
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
• Detail-oriented with strong analytical and problem-solving abilities
• Organizational skills with the ability to prioritize tasks effectively
• Experience with multiple insurance carriers preferred