REMOTE HNW Personal Lines Account Executive

Jobot; Phoenix (AZ); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a remote HNW Personal Lines Account Executive to manage a portfolio of high-net-worth clients. The role involves providing tailored insurance solutions, handling service requests, and maintaining strong client relationships. Ideal candidates should have experience with HNW carriers and possess a Property & Casualty Insurance License.

Qualifications

• 3–5 years of experience in personal lines insurance, focusing on HNW.
• Experience with HNW carriers like Chubb, PURE, AIG.

Responsibilities

• Manage service requests, renewals, and policy changes for HNW clients.
• Design customized insurance programs and conduct risk assessments.
• Negotiate coverage and pricing with carriers.

Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Organizational Skills

Education

Property & Casualty Insurance License

Tools

EPIC

Job description

REMOTE HNW Personal Lines Account Executive

This role is a remote position for an experienced HNW Personal Lines Account Executive. The role involves managing and servicing a portfolio of high-net-worth clients, providing tailored insurance solutions, and maintaining strong client relationships.

Key Responsibilities

• Serve as the primary contact for HNW clients, handling service requests, renewals, and policy changes.
• Design and present customized insurance programs for high-value assets.
• Conduct risk assessments and collaborate on property inspections and appraisals.
• Stay updated on market trends, products, and underwriting guidelines specific to HNW clients.
• Negotiate coverage and pricing with carriers and underwriters.
• Process endorsements, cancellations, new business, and renewals efficiently.
• Maintain detailed records in agency management systems.
• Ensure compliance with industry regulations.
• Build and retain strong client relationships through proactive communication.
• Identify cross-sell and up-sell opportunities within existing clients.

Qualifications

• Minimum 3–5 years of experience in personal lines insurance, with a focus on HNW or Private Client Services.
• Valid Property & Casualty Insurance License.
• Experience with HNW carriers such as Chubb, PURE, AIG Private Client, Nationwide Private Client, Cincinnati, etc.
• Experience with agency management systems (EPIC preferred).
• Strong interpersonal and communication skills.
• High attention to detail and organizational skills.
• Discretion and professionalism handling sensitive client information.

Interested candidates can apply easily by clicking the