Client Account Executive

HonorVet Technologies; New York (NY); Hybrid; USD 102,000 - 138,000; Full time

Job summary

HonorVet Technologies is seeking an experienced Private Client Accounts Executive in New York to manage a high-net-worth personal lines book. The role focuses on quoting, binding, renewals, and delivering superior service in a fast-paced agency environment.

Hybrid, full-time position with a $120K yearly pay rate and benefits; license in good standing is required and strong carrier relationships are preferred.

Qualifications

• Experience with High-Net-Worth personal lines and client service.
• Knowledge of quoting, submissions, renewals, endorsements and enrollments.
• Ability to manage multiple high-priority accounts with accuracy.

Responsibilities

• Manage and service HNW personal lines book with premiums >$50K.
• Prepare new business and renewal submissions including marketing and binding.
• Create applications, certificates, and coverage summaries.
• Conduct renewal reviews to optimize coverage and retention.
• Coordinate with carriers, wholesale brokers, and clients on coverage and renewals.
• Ensure policy compliance and protect confidential information.
• Stay current on HNW trends and technology; support team as needed.

Skills

High-Net-Worth Personal Lines

Customer Service

Communication

Problem Solving

Education

Property & Casualty License

Tools

AMS360

Microsoft Office

Carrier Portals

Scribe

Job description

Job Title: Private Client Accounts Executive

Position Type: Full Time

Pay Rate: $120K/yr. on W2 With Benefits

Work Mode: Hybrid

Shift Hours: 9:00 AM to 5:00 PM

Job Summary

We are seeking an experienced Premier Private Client Account Executive to manage and service a High-Net-Worth (HNW) personal lines book of business. This role focuses on quoting and binding new business, conducting renewal reviews, maintaining client retention, and delivering exceptional service to affluent clients in a fast-paced agency environment.

Key Responsibilities

• Manage and service an assigned High-Net-Worth (HNW) personal lines book of business with accounts exceeding $50K in premium.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, binders, and policy issuance.
• Create applications, supplemental forms, Broker of Record forms, certificates, Evidence of Property, Auto ID cards, and coverage summaries.
• Conduct comprehensive client renewal reviews to support retention and coverage optimization.
• Communicate with insurance carriers, wholesale brokers, and clients regarding policy coverage, renewals, endorsements, and Excess & Surplus Lines placements.
• Ensure policy compliance, maintain accurate client records, and protect confidential client information.
• Stay current on industry trends, High-Net-Worth insurance products, coverage updates, and emerging technologies.
• Meet agency service standards and quality metrics while supporting team projects and providing backup to Account Managers as needed.

Required Qualifications

• Active Property & Casualty Insurance License in good standing.
• 5+ years of High-Net-Worth Personal Lines insurance experience, including at least 3 years managing accounts with $50K+ in annual premium.
• Experience working with High-Net-Worth insurance carriers such as Chubb, AIG, PURE, Cincinnati Insurance, and Berkley One.
• Strong knowledge of personal lines insurance products, policy servicing, renewals, endorsements, and Excess & Surplus Lines placements.
• Excellent customer service, communication, organizational, and problem-solving skills.
• Ability to work effectively in a fast-paced environment while managing multiple priorities.

Preferred Qualifications

• Experience using AMS360 Agency Management System.
• Proficiency with Microsoft Office (Word, Excel, Outlook, Teams), carrier portals, and agency technology tools such as Scribe.
• Strong presentation skills with the ability to build long-term relationships with High-Net-Worth clients.
• Commitment to continuous learning, process improvement, and adapting to new technologies, including AI tools.

About the Company

HonorVet Technologies is a veteran-owned IT staffing firm, ISO 9001 and ISO 27001 certified, working with federal agencies, state governments, and Fortune 500 enterprise clients across the US. What makes us different isn't a tagline it's the way we work. We don't forward resumes and hope for the best. We take the time to understand where a professional like you is headed and only reach out when we genuinely believe there's a fit worth exploring.

HonorVet Technologies is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, protected veteran status, marital status, citizenship status, or any other characteristic protected by applicable federal, state, or local law.