HNWI Personal Lines Account Executive — Remote

SolomonEdwards; Philadelphia (Philadelphia County); Hybrid; USD 110,000 - 160,000; Full time

Job summary

SolomonEdwardsGroup, LLC is seeking a Personal Lines Account Executive, High-Net-Worth in Philadelphia, with a focus on affluent clients and complex risk management. The role is hybrid and requires experience with high-net-worth individuals and premier carriers.

Serve as the primary relationship manager for a portfolio of high-net-worth and ultra-high-net-worth clients, developing relationships, analyzing exposures, and coordinating renewals.

Qualifications

• Must currently hold an active Property & Casualty License.
• Experience working 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, 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 go into 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

Relationship management

Communication

Analytical thinking

Organization

Presentation skills

Education

Active Property & Casualty License

Tools

Agency management systems

Microsoft Office

Job description

SolomonEdwardsGroup, LLC is seeking a Personal Lines Account Executive, High-Net-Worth in Philadelphia, with a focus on affluent clients and complex risk management. The role is hybrid and requires experience with high-net-worth individuals and premier carriers.

Serve as the primary relationship manager for a portfolio of high-net-worth and ultra-high-net-worth clients, developing relationships, analyzing exposures, and coordinating renewals.