Personal Lines Account Executive
Job Title: Personal Lines Account Executive Location: Palm Beach, FL
400 Royal Palm Way, Palm Beach, FL 33480 Reports to: Executive Vice President Department: Personal Lines FLSA Status: Exempt Job Purpose
The Personal Lines Account Executive is responsible for servicing complex and high-touch Personal Lines accounts, primarily within the High Net Worth and Private Client space. This role ensures exceptional client service, accurate policy execution, and strong collaboration with Producers, Account Managers, and carrier partners. Key Responsibilities
Service and manage complex Personal Lines new and renewal accounts while maintaining strong relationships with clients, Producers, carriers, and internal teams. Prepare and manage new business and renewal marketing 120 days prior to renewal, analyze exposure data, and recommend appropriate coverage enhancements for High Net Worth clients. Coordinate quoting and renewals with carrier underwriters, negotiate terms when appropriate, and remain informed on carrier appetite and product changes. Ensure policy processing quality control including policies, endorsements, certificates, binders, and invoicing while maintaining accurate documentation in the agency management system. Provide guidance to Account Managers, participate in client meetings with Producers, and act as a technical resource for complex Personal Lines accounts. Qualifications
High school diploma or equivalent required. 10+ years of Personal Lines Account Management or Account Executive experience within an independent insurance brokerage, preferably supporting High Net Worth or Private Client accounts. Strong knowledge of Personal Lines insurance products, excellent organizational and communication skills, and proficiency in agency management systems and Microsoft Office Suite. Compensation
Compensation range is based on working in-office in the state in which the position resides. Working Conditions
Primarily office-based role with prolonged periods of sitting and computer use. Must be able to pull or lift up to 15 pounds at times and may require extended hours during peak renewal periods.
Job Title: Personal Lines Account Executive Location: Palm Beach, FL
400 Royal Palm Way, Palm Beach, FL 33480 Reports to: Executive Vice President Department: Personal Lines FLSA Status: Exempt Job Purpose
The Personal Lines Account Executive is responsible for servicing complex and high-touch Personal Lines accounts, primarily within the High Net Worth and Private Client space. This role ensures exceptional client service, accurate policy execution, and strong collaboration with Producers, Account Managers, and carrier partners. Key Responsibilities
Service and manage complex Personal Lines new and renewal accounts while maintaining strong relationships with clients, Producers, carriers, and internal teams. Prepare and manage new business and renewal marketing 120 days prior to renewal, analyze exposure data, and recommend appropriate coverage enhancements for High Net Worth clients. Coordinate quoting and renewals with carrier underwriters, negotiate terms when appropriate, and remain informed on carrier appetite and product changes. Ensure policy processing quality control including policies, endorsements, certificates, binders, and invoicing while maintaining accurate documentation in the agency management system. Provide guidance to Account Managers, participate in client meetings with Producers, and act as a technical resource for complex Personal Lines accounts. Qualifications
High school diploma or equivalent required. 10+ years of Personal Lines Account Management or Account Executive experience within an independent insurance brokerage, preferably supporting High Net Worth or Private Client accounts. Strong knowledge of Personal Lines insurance products, excellent organizational and communication skills, and proficiency in agency management systems and Microsoft Office Suite. Compensation
Compensation range is based on working in-office in the state in which the position resides. Working Conditions
Primarily office-based role with prolonged periods of sitting and computer use. Must be able to pull or lift up to 15 pounds at times and may require extended hours during peak renewal periods.