Personal Lines Insurance Account Executive, High-Net-Worth

QUAD, a SolomonEdwards Company; Philadelphia (Philadelphia County); Remote; USD 100,000 - 125,000; Full time

Job summary

An established industry player is seeking a Personal Lines Insurance Account Executive to manage High-Net-Worth clients. This exciting role involves providing exceptional service, assessing client risks, and negotiating insurance terms. Ideal candidates will have a strong background in property and casualty insurance, excellent communication skills, and a degree. Join a dynamic team where your expertise will help shape tailored insurance solutions for discerning clients. This position offers a competitive salary and excellent benefits, including a pension plan, making it an attractive opportunity for driven professionals.

Benefits

Excellent benefits

Pension plan

Qualifications

• Must have a degree to be considered for this position.
• High level of technical insurance knowledge required.

Responsibilities

• Manage High-Net-Worth clients and provide tailored insurance solutions.
• Negotiate premiums and terms with insurance carriers.
• Develop client applications for new and renewal business.

Skills

Property & Casualty Insurance Knowledge

Client Relationship Management

Risk Assessment

Negotiation Skills

Communication Skills

Education

AA or BA/BS Degree

Job description

Personal Lines Insurance Account Executive, High-Net-Worth

3 weeks ago Be among the first 25 applicants

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 - $125,000.00/yr

Direct message the job poster from QUAD, a SolomonEdwards Company

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

Location: Philadelphia, PA (REMOTE)

Salary: $100,000k - $125,000k + excellent benefits + PENSION!

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. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. This position will report to their New York, NY office. Occasional travel to clients and NY office. MUST HAVE A DEGREE (either AA or BA/BS) to be considered – will NOT be considered if you do not have a degree.

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.

Education and Qualifications:

• MUST have either an AA or BA/BS degree to be considered!
• 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.

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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