REMOTE HNW Personal Lines Account Executive

Jobot; Seattle (WA); Remote; USD 80,000 - 110,000; Full time

Job summary

A leading insurance broker is seeking a High-Net-Worth Personal Lines Account Executive to manage affluent client portfolios. The role involves providing tailored insurance solutions, maintaining strong client relationships, and ensuring compliance with regulations. Ideal candidates will have 3-5 years of experience in personal lines insurance and a valid insurance license.

Benefits

401(k)

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance

Qualifications

• 3–5 years of experience in personal lines insurance, with HNW or Private Client Services background.
• Familiarity with HNW carriers such as Chubb, PURE, AIG Private Client.
• Strong communication skills and attention to detail.

Responsibilities

• Serve as the primary contact for HNW clients, managing service requests and renewals.
• Design and present customized insurance programs for high-value assets.
• Negotiate coverage and pricing with carriers.

Skills

Communication

Attention to detail

Organizational skills

Professionalism

Education

Valid Property & Casualty Insurance License

Tools

Agency Management Systems (EPIC preferred)

Job description

REMOTE HNW Personal Lines Account Executive

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Base pay range

$80,000.00/yr - $110,000.00/yr

Job details

This Jobot Job is hosted by Dana Stark.

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $80,000 - $110,000 per year

About Us

We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employees' growth.

Why join us?

• Benefits include 401(k), 401(k) matching, dental, disability, health, life insurance, paid time off, parental leave, tuition reimbursement, and vision insurance.

Job Details

Position: HNW Personal Lines Account Executive

Location: San Diego, Oregon, WA, AZ, NV, UT, or CO.

The High-Net-Worth (HNW) Personal Lines Account Executive manages and services a portfolio of affluent clients, providing tailored insurance solutions and maintaining strong relationships.

Key Responsibilities

• Serve as the primary contact for HNW clients, managing service requests, renewals, and policy changes.
• Design and present customized insurance programs for high-value assets.
• Conduct risk assessments and collaborate with risk advisors or carriers.
• Maintain knowledge of market trends, products, and underwriting guidelines.
• Negotiate coverage and pricing with carriers.
• Process endorsements, cancellations, new business, and renewals accurately.
• Maintain organized records in agency management systems.
• Ensure compliance with regulations and procedures.
• Build and retain strong client relationships through proactive communication.
• Identify cross-sell and up-sell opportunities.

Qualifications

• 3–5 years of experience in personal lines insurance, with HNW or Private Client Services background.
• Valid Property & Casualty Insurance License.
• Familiarity with HNW carriers such as Chubb, PURE, AIG Private Client, Nationwide Private Client, Cincinnati, etc.
• Experience with Agency Management Systems (EPIC preferred).
• Strong communication skills, attention to detail, organizational skills, and professionalism.

Interested? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer, providing an inclusive environment that celebrates diversity and considers all qualified candidates without discrimination.