Personal Lines Insurance Account Executive, High-Net-Worth (x2)

SolomonEdwards; Melville (NY); Hybrid; USD 70,000 - 90,000; Full time

Job summary

SolomonEdwards in Melville, NY is seeking a Personal Lines Insurance Account Executive for high-net-worth clients. The role involves managing a sophisticated portfolio, providing risk management solutions, and ensuring exceptional client service.

Candidates must have experience with high-net-worth clients and premier carriers like Chubb and Zurich. The position offers opportunities for career progression in a growing company, with a focus on communication and analytical skills.

Qualifications

• Must have experience working with High-Net-Worth individuals and carriers.
• Knowledge of homeowners, automobile, and specialty coverages required.
• Experience with premier carriers such as Chubb, PURE, and AIG is essential.

Responsibilities

• Serve as relationship manager for high-net-worth clients.
• Manage and service a portfolio of affluent individuals.
• Develop strong client relationships through proactive communication.
• Market accounts to personal lines carriers and negotiate terms.
• Provide guidance during claims situations.

Skills

Relationship management

Communication

Analytical skills

Organizational skills

Problem-solving

Proficiency with agency management systems

Proficiency in Microsoft Office

Education

Active Property & Casualty License

Job description

Title: Personal Lines Insurance Account Executive, High-Net-Worth (x2)

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