High Net Worth Account Executive

High Net Worth Account Executive:

One of our Agency focus's is on High Net Worth (HNW) Personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team.

The Account Executive position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all Personal and High Net Worth lines insurance.

Essential Functions

Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc.

Address client questions regarding premiums and billing statements

Provide claims counseling and assistance during the claim settlement process

Assist client with completion of applications, risk profile assessments and renewal questionnaires

Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile

Re-market client policy renewals as needed given client need and/or current market conditions

Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums

Prepare re-marketing results and provide a detailed renewal review to discuss with the client

Implement new/renewal program and provide client with detailed evidence of coverage

Cross-sell/upgrade existing coverage and/or present additional coverages as needed

Competencies & Qualifications

10+ years personal lines experience with a background in HNW client/account management services.

HNW experience with the following carriers: Chubb, Cincinnati, Berkeley, Travelers AIG, PURE

HNW experience with the following required; Auto, Home, Umbrella, Flood, Family Office, Boat & Yacht

Proper insurance licenses

Experience with AMS 360, Excel, Word and general computer skills

Strong communication skills, work well in a team orientated environment and under pressure

Good leadership, analytical and organizational skills

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