REMOTE HNW Personal Lines Account Executive

Jobot; Seattle (WA); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic REMOTE HNW Personal Lines Account Executive to manage a portfolio of high-net-worth clients. This exciting role involves delivering personalized insurance solutions and maintaining strong relationships with clients. You will design and present customized insurance programs for high-value assets, conduct risk assessments, and negotiate coverage with carriers. Join a forward-thinking company that values discretion and professionalism, while offering a comprehensive benefits package, including health insurance, 401(k) matching, and paid time off. If you have a client-first attitude and a passion for insurance, this is the perfect opportunity for you.

Benefits

401(k) with matching

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Parental leave

Tuition reimbursement

Qualifications

• 3-5 years experience in personal lines insurance, especially with HNW clients.
• Strong communication and organizational skills are essential.

Responsibilities

• Serve as the primary contact for HNW clients, handling service requests and renewals.
• Design customized insurance programs for high-value assets.

Skills

Personal Lines Insurance Experience

Client Relationship Management

Risk Assessment

Negotiation Skills

Attention to Detail

Communication Skills

Education

Property & Casualty Insurance License

Tools

EPIC Agency Management System

Job description

REMOTE HNW Personal Lines Account Executive

We are seeking a REMOTE HNW Personal Lines Account Executive to manage and service a portfolio of high-net-worth clients. This role involves delivering personalized insurance solutions, maintaining strong client relationships, and collaborating with internal teams and carriers to ensure client satisfaction and effective risk management.

Key Responsibilities

1. Serve as the primary contact for HNW clients, handling service requests, renewals, and policy adjustments.
2. Design and present customized insurance programs for high-value assets such as homes, autos, yachts, aircraft, and umbrella policies.
3. Conduct risk assessments, coordinate property inspections, and collaborate with risk advisors and carriers.
4. Stay informed about market trends, products, and underwriting guidelines relevant to the HNW segment.
5. Negotiate coverage and pricing with carriers to secure optimal solutions.
6. Process endorsements, cancellations, new business, and renewals accurately using agency management systems.
7. Maintain detailed client records and ensure compliance with industry regulations.
8. Build and nurture strong client relationships through proactive communication and high-touch service.
9. Identify opportunities for cross-selling and up-selling within the existing client base.

Qualifications

• Minimum of 3–5 years of experience in personal lines insurance, particularly with 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.
• Familiarity with agency management systems like EPIC (preferred).
• Strong communication skills, attention to detail, organizational skills, and a client-first attitude.
• Discretion and professionalism in handling confidential client information.

Additional Information

This position is full-time and can be based in San Diego, Oregon, Washington, Arizona, Nevada, Utah, or Colorado. We offer a comprehensive benefits package including 401(k) with matching, health, dental, vision, life insurance, disability, paid time off, parental leave, and tuition reimbursement.