Personal Lines Insurance Account Executive, High-Net-Worth

SolomonEdwards; Naples (FL); Hybrid; USD 95,000 - 120,000; Full time

Job summary

SolomonEdwardsGroup is seeking a Personal Lines Insurance Account Executive, High-Net-Worth in Florida to manage a sophisticated portfolio of affluent clients, delivering consultative risk management and exceptional service. The role focuses on relationships with carriers like Chubb, Zurich, Cincinnati, and PURE, cross-selling opportunities, and coordinating renewals and coverage enhancements.

Hybrid work requires in-office days.

Qualifications

• Active Property & Casualty license is required.
• Experience with premier carriers such as Chubb, PURE, AIG Private Client, Berkley One, Cincinnati, Travelers Private Client.
• Knowledge of homeowners, automobile, umbrella, valuables, and specialty coverages.
• Excellent communication and relationship management skills.
• Proficiency with agency management systems and MS Office.
• Hybrid work model with in-office days.

Responsibilities

• Manage a portfolio of high-net-worth clients with risk-focused guidance.
• Analyze exposures and propose comprehensive personal lines coverages.
• Prepare coverage comparisons and renewal presentations.
• Coordinate new business, renewals, and endorsements.
• Negotiate with premier carriers for favorable terms.
• Collaborate with producers and underwriters for seamless service.
• Assist during claims to advocate for clients.

Skills

P&C license

Relationship mgmt

Risk consultation

Carrier relationships

Tools

Agency management system

MS Office

Job description

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

Location: State of Florida

*Must live in the state of FLORIDA to be considered for this position. If you live in any other state outside of FLORIDA, you will not be considered for this position*

Our client, an established Top 50 P&C insurance broker is seeking a Personal Lines Account Executive, High-Net-Worth. Position is open due to growth. This role is responsible for managing and servicing a sophisticated portfolio of affluent and high-net-worth individuals and families, providing consultative risk management solutions and exceptional client service. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Both positions are open due to growth and will have a direct path to career progression.

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:

• 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.

Education and 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.

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