Personal Lines Insurance Account Executive, High-Net-Worth

QUAD, a SolomonEdwards Company; Melville (NY); Remote; USD 100,000 - 115,000; Full time

Job summary

A leading company in the insurance sector is seeking a Personal Lines Insurance Account Executive focused on high-net-worth clients. You will be responsible for managing a portfolio that includes both middle market and affluent individuals, ensuring personalized service and risk management expertise. This fully remote position requires candidates to reside in the PA, NJ, NY, or DE area, emphasizing a strong knowledge of high-net-worth insurance products from top carriers.

Qualifications

• Active Property & Casualty License required.
• High level of technical insurance knowledge essential.
• Excellent verbal and written communication skills mandatory.

Responsibilities

• Manage overall service for middle market and high-net-worth clients.
• Develop complete client information and applications for business.
• Negotiate premiums, coverages, terms, and conditions.

Skills

Customer Service

Negotiation

Risk Assessment

Education

Active Property & Casualty License

Job description

Personal Lines Insurance Account Executive, High-Net-Worth

Personal Lines Insurance Account Executive, High-Net-Worth

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QUAD, a SolomonEdwards Company provided pay range

This range is provided by QUAD, a SolomonEdwards Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$100,000.00/yr - $115,000.00/yr

Direct message the job poster from QUAD, a SolomonEdwards Company

Title: Personal Lines Insurance Account Executive, High-Net-Worth

Our client, an established boutique insurance broker is seeking a Personal Lines Account Executive. Position is open due to growth. You will be responsible for overall service of the book of business consisting of middle market and some High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Our client is headquartered in the Greater Philadelphia area, however this position is 100% REMOTE – must live in PA, NJ, NY, DE area.

If interested, please send resume to [e-mail] – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Qualifications:

• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.
• 100% REMOTE – must live in PA, NJ, NY, DE area.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Staffing and Recruiting and Insurance Agencies and Brokerages

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