Remote Florida High-Net-Worth Personal Lines Exec

SolomonEdwards

Boca Raton (FL)

On-site

USD 90,000 - 150,000

Full time

29 hours ago
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Job summary

SolomonEdwards seeks a Personal Lines Account Executive, High-Net-Worth in Florida to manage a sophisticated portfolio of affluent clients, delivering risk management guidance and exceptional service. This role requires experience with HNW carriers and a client-first advisory approach, with hybrid office arrangements and preference for Florida residency.

The role focuses on relationship management, coverage analysis, and multi-carrier negotiations to secure optimal terms and protection for

Qualifications

  • MUST LIVE IN FLORIDA TO BE CONSIDERED.
  • Active Property & Casualty license is required.
  • Experience with premier carriers (Chubb, PURE, AIG Private Client, Cincinnati, etc.).
  • Strong communication and relationship management skills.
  • Ability to operate in a hybrid office setting.

Responsibilities

  • Serve as the primary relationship manager for a portfolio of high-net-worth clients.
  • Analyze exposures and recommend insurance solutions for homes, art, yachts, and specialty risks.
  • Prepare coverage comparisons, policy reviews, and renewal presentations.
  • Coordinate new business, renewals, endorsements, and remarketing efforts.
  • Market accounts to premier carriers and negotiate favorable terms.
  • Collaborate with producers, underwriters, and service teams to ensure a seamless client experience.
  • Guide clients during claims and advocate for timely resolutions.
  • Identify gaps in coverage and cross-selling opportunities.
  • Maintain accurate client records in the agency management system.

Skills

Client relationship management
Communication skills
Presentation skills
Analytical abilities

Education

Active Property & Casualty License

Tools

Agency management system
Microsoft Office

Job description

SolomonEdwards seeks a Personal Lines Account Executive, High-Net-Worth in Florida to manage a sophisticated portfolio of affluent clients, delivering risk management guidance and exceptional service. This role requires experience with HNW carriers and a client-first advisory approach, with hybrid office arrangements and preference for Florida residency.

The role focuses on relationship management, coverage analysis, and multi-carrier negotiations to secure optimal terms and protection for

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