High-Net-Worth Personal Lines Account Exec (Remote)

SolomonEdwards; New York (NY); Remote; USD 120,000 - 180,000; Full time

Job summary

SolomonEdwards seeks a Personal Lines Insurance Account Executive, High-Net-Worth to manage a sophisticated portfolio of affluent clients. You will consult on risk, coordinate with carriers, and deliver tailored coverage across homes, art, jewelry, yachts, and cyber risks.

You will analyze exposures, present renewal options, and maintain strong client relationships while leveraging a hybrid work model and carrier partnerships to optimize coverage and service.

Qualifications

• Must hold an active Property & Casualty license.
• Experience with premier carriers such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati, Travelers Private Client or similar.
• Strong knowledge of homeowners, automobile, umbrella, valuable articles, excess liability, flood, and specialty coverages.
• Excellent communication, relationship management, and presentation skills.
• Strong analytical, organizational, and problem‑solving abilities.
• Proficiency with agency management systems and Microsoft Office applications.
• Ability to work in office on a hybrid basis.

Responsibilities

• 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 favorable 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.

Skills

Communication

Relationship management

Presentation skills

Analytical thinking

Organizational skills

Problem solving

Education

Active Property & Casualty License

Tools

Agency management systems

Microsoft Office

Job description

SolomonEdwards seeks a Personal Lines Insurance Account Executive, High-Net-Worth to manage a sophisticated portfolio of affluent clients. You will consult on risk, coordinate with carriers, and deliver tailored coverage across homes, art, jewelry, yachts, and cyber risks.

You will analyze exposures, present renewal options, and maintain strong client relationships while leveraging a hybrid work model and carrier partnerships to optimize coverage and service.