Personal Lines Account Executive

Insurance Search Specialists; Los Angeles (CA); Hybrid; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a skilled Personal Lines insurance professional to cater to high-net-worth clients. This role involves building strong client relationships, assessing risks, and customizing insurance policies to ensure comprehensive coverage. The ideal candidate will have a solid background in personal lines account management, excellent communication skills, and the ability to work effectively in a team. Enjoy a culture that emphasizes work-life balance and generous paid time off while making a significant impact in the insurance brokerage field. This opportunity offers both remote and hybrid work options, making it a flexible choice for the right candidate.

Benefits

Generous paid time off

Work-life balance culture

Qualifications

• Experience in managing high-net-worth personal lines accounts.
• Proficient in Microsoft Office Suite and agency management systems.

Responsibilities

• Build and maintain relationships with high-net-worth clients.
• Evaluate personal risk and recommend insurance solutions.
• Customize policies and provide claims assistance.

Skills

Client Relationship Management

Risk Assessment

Policy Customization

Claims Assistance

Market Knowledge

Time Management

Communication Skills

Teamwork

Education

Active Property and Casualty Insurance License

Experience with Family Office Accounts

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Applied EPIC

Job description

We are seeking an experienced Personal Lines insurance professional who has experience working with high-net-worth clients.

Location : Los Angeles, CA (Remote and Hybrid options)

• Generous paid time off.
• A culture that emphasizes work-life balance.

Responsibilities:

• Client Relationship Management: Build and maintain strong relationships with high-net-worth clients to understand their unique needs and provide personalized service.
• Risk Assessment and Management: Evaluate the client’s personal risk exposure and recommend appropriate insurance solutions to protect their assets and lifestyle.
• Policy Customization and Management: Customize insurance policies to suit the specific needs of high net worth clients, ensuring comprehensive coverage and exclusivity in service.
• Claims Assistance: Provide proactive and exceptional support during claims processes to ensure swift and satisfactory resolutions for clients.
• Regular Account Reviews: Conduct periodic reviews of client accounts to assess the adequacy of coverage and make necessary adjustments in response to changes in the client’s lifestyle or asset portfolio.
• Market Knowledge: Stay informed about market trends and developments in high-net-worth insurance products to offer the most current and practical solutions.
• Documentation and Compliance: Ensure all client records are accurately maintained, and all transactions comply with industry regulations and standards.

Requirements:

• Personal Lines account management experience focused on servicing high net worth accounts.
• Experience with family office accounts. is a plus.
• Active Property and casualty insurance license.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Applied EPIC agency management system experience is a plus
• Must possess a professional demeanor and be able to manage time effectively.
• Excellent verbal and written communication skills.
• Ability to work well in a team-based environment.

Contact insurance search specialists for details about this position and to discuss other commercial lines of insurance, personal lines, including private client and employee benefits positions, and other insurance brokerage opportunities. www.mcdermottwolfe.com

Categories : Personal Lines Insurance, Retail Insurance Brokerage, Remote/Work from home, Private Client Insurance

Company Description

About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.

Company Description

About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.