Account Executive

The Agency; Florida; On-site; USD 140,000 - 210,000; Full time

Job summary

The Agency is seeking a highly experienced Account Executive to join a boutique insurance team in Florida. You will manage sophisticated coverage for high-net-worth clients, including homes, art, jewelry, and other valuable exposures, while collaborating with specialty private client insurers.

Ideal candidates have extensive experience in High-Net-Worth / Private Client insurance, strong negotiation skills, and a proven ability to independently manage complex portfolios with private client

Qualifications

• 10-15+ years of relevant insurance or brokerage experience.
• Extensive, hands-on experience specializing in High-Net-Worth / Private Client insurance.
• Strong technical understanding of complex personal risk exposures, specialized coverage, policy language, and private client insurance markets.

Responsibilities

• Place and manage sophisticated coverage for high-value homes, multiple properties, fine art, jewelry, collectibles, classic cars, boats, and umbrella liability.
• Work directly with specialty private client insurers to market accounts, negotiate coverage terms, and secure appropriate protection.
• Review complex client portfolios, identify coverage gaps, and provide strategic insurance recommendations.
• Develop and maintain strong relationships with high-net-worth clients, family offices, and referral partners, including attorneys, wealth advisors, and accountants.
• Independently manage client accounts, renewals, and placement strategies while delivering a high level of personalized service.
• Identify opportunities to grow and expand an existing book of business.

Skills

Relationship building

Client management

Communication

Problem-solving

Education

Bachelor's Degree in Finance, Business, or related field

Job description

A well-established, independent boutique insurance firm is seeking a highly experienced Account Executive to join its team. Known for its relationship-driven approach, sophisticated insurance expertise, and commitment to delivering tailored solutions, the firm provides an opportunity to work with an established private client base in a collaborative, client-focused environment.

This individual should have extensive technical knowledge, established carrier relationships, and the ability to independently manage complex client accounts and exposures. This is an opportunity for a seasoned professional who understands the specialized needs of affluent clients and can immediately contribute beyond traditional personal lines or standard insurance accounts.

Key Responsibilities:

• Place and manage sophisticated coverage for high-value homes, multiple properties, fine art, jewelry, collectibles, classic cars, boats, and umbrella liability.
• Work directly with specialty private client insurers to market accounts, negotiate coverage terms, and secure appropriate protection.
• Review complex client portfolios, identify coverage gaps, and provide strategic insurance recommendations.
• Develop and maintain strong relationships with high-net-worth clients, family offices, and referral partners, including attorneys, wealth advisors, and accountants.
• Independently manage client accounts, renewals, and placement strategies while delivering a high level of personalized service.
• Identify opportunities to grow and expand an existing book of business.

Required Qualifications:

• 10-15+ years of relevant insurance or brokerage experience.
• Extensive, hands-on experience specializing in High-Net-Worth / Private Client insurance.
• Strong technical understanding of complex personal risk exposures, specialized coverage, policy language, and private client insurance markets.
• Established experience working with high-net-worth individuals and managing sophisticated personal insurance portfolios.
• Proven ability to independently market and negotiate complex accounts with specialty carriers.
• Strong knowledge of coverage analysis, policy reviews, exposure assessments, and strategic client recommendations.
• Established relationships with private client carriers and the ability to navigate specialized insurance markets.
• Exceptional communication, relationship-building, organizational, and problem-solving skills.
• Bachelor's Degree in Finance, Business, or related field preferred