Elite Personal Lines Account Exec - High-Net-Worth (Hybrid)

SolomonEdwards; Melville (NY); Hybride; USD 90 000 - 130 000; Plein temps

Résumé du poste

SolomonEdwards is seeking a Personal Lines Insurance Account Executive, High-Net-Worth to manage a sophisticated portfolio of affluent clients. You will provide consultative risk management solutions and exceptional client service, working with premier carriers and a hybrid office model.

The role requires active Property & Casualty license, strong communication and relationship-management skills, and experience with high-net-worth coverage such as homeowners, auto, jewelry, art, yachts, and

Qualifications

• Active P&C license required.
• Experience with premier carriers such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati, Travelers Private Client or similar markets.
• Strong knowledge of homeowners, automobile, umbrella, valuable articles, and specialty coverages.
• Excellent communication, relationship management and presentation skills.
• Proficiency with agency management systems and Microsoft Office.

Responsabilités

• Serve as the primary relationship manager for a portfolio of high-net-worth and ultra-high-net-worth clients.
• Develop and maintain strong client relationships through proactive communication, annual stewardship reviews, and ongoing risk consultation.
• Analyze client exposures and recommend comprehensive insurance solutions for primary residences, secondary homes, fine art, jewelry, collections, yachts, watercraft, aircraft, umbrella liability, cyber liability, and other specialty risks.
• Prepare coverage comparisons, policy reviews, and renewal presentations to ensure clients understand their insurance programs.
• Coordinate new business, renewals, endorsements, remarketing efforts, and coverage enhancements.
• Market accounts to premier personal lines carriers and negotiate favorable coverage terms and pricing.
• Collaborate with producers, risk advisors, carrier underwriters, and service teams to deliver a seamless client experience.
• Provide guidance during claims situations and advocate on behalf of clients to ensure timely and favourable claim resolution.
• Identify gaps in coverage and cross‑selling opportunities while maintaining a client‑first advisory approach.
• Maintain accurate client records, policy documentation, and activity within the agency management system.
• Stay informed on market conditions, carrier appetite, emerging risks, and industry trends affecting affluent clientele.

Connaissances

Client relationship management

Excellent communication

Presentation skills

Analytical and problem-solving

Team collaboration

Formation

Active Property & Casualty License

Outils

Agency management system

Microsoft Office

Description du poste

SolomonEdwards is seeking a Personal Lines Insurance Account Executive, High-Net-Worth to manage a sophisticated portfolio of affluent clients. You will provide consultative risk management solutions and exceptional client service, working with premier carriers and a hybrid office model.

The role requires active Property & Casualty license, strong communication and relationship-management skills, and experience with high-net-worth coverage such as homeowners, auto, jewelry, art, yachts, and