Private Client Account Executive — Remote-Optional

Personal Risk Management Solutions; New York (NY); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Personal Risk Management Solutions in New York is seeking a Private Client Account Executive to be the lead contact for high net worth clients and families. You will build long-term relationships, coordinating with family offices, wealth advisors, and responding to client questions while ensuring excellent service within a collaborative team.

You will actively participate in client communications, visiting with clients, and supporting a range of account activities from quotes to policy placement

Qualifications

• Bachelor's degree required; three years minimum related experience.
• Property & Casualty license required or able to obtain.
• Knowledge of personal insurance products offered through major carriers.
• Strong client service orientation with attention to detail.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Act as insurance advisor for clients; make recommendations best suited for personal needs.
• Negotiate with underwriters to implement best possible solutions.
• Obtain quotes and create proposals to formulate a comprehensive insurance program.
• Determine strategic placement of new clients through analysis of current insurance program.
• Discuss claims with clients and manage the claims process until conclusion.

Skills

Client service

Communication

Organizational skills

Independent worker

Adaptability

Education

Bachelor's degree

Tools

Microsoft Office

Job description

Personal Risk Management Solutions in New York is seeking a Private Client Account Executive to be the lead contact for high net worth clients and families. You will build long-term relationships, coordinating with family offices, wealth advisors, and responding to client questions while ensuring excellent service within a collaborative team.

You will actively participate in client communications, visiting with clients, and supporting a range of account activities from quotes to policy placement