Senior Personal Lines Lead - High-Net-Worth (Remote)

SolomonEdwards

Charlotte (NC)

Hybrid

USD 110,000 - 160,000

Full time

2 days ago
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Job summary

SolomonEdwardsGroup, LLC is seeking a Personal Lines Account Executive, High-Net-Worth in Philadelphia with hybrid work options. You will manage a sophisticated portfolio of affluent clients, delivering risk management guidance and superior service, while coordinating with top carriers.

The role demands an active Property & Casualty license, strong client communication, and expertise in homeowners, auto, umbrella, and specialty coverage to drive renewals and client satisfaction.

Qualifications

  • Active P&C license required.
  • Experience with premier carriers (Chubb, PURE, AIG Private Client, Berkley One, Cincinnati, Travelers Private Client, etc.).
  • Strong knowledge of homeowners, auto, umbrella, valuable articles, excess liability, flood and specialty coverages.

Responsibilities

  • Serve as the primary relationship manager for a portfolio of high-net-worth clients.
  • Develop and maintain client relationships through proactive communication and stewardship reviews.
  • Analyze exposures and recommend comprehensive insurance solutions for residences, fine art, jewelry, yachts, and more.
  • Prepare coverage comparisons, policy reviews and renewal presentations.
  • Coordinate new business, renewals, endorsements, and remarketing efforts.
  • Market accounts to premier personal lines carriers and negotiate favorable terms.
  • Collaborate with producers, risk advisors, underwriters and service teams.
  • Provide guidance during claims and advocate for timely resolutions.
  • Identify coverage gaps and cross-selling opportunities.
  • Maintain accurate client records in the agency management system.
  • Stay informed on market conditions, carrier appetite, and trends.

Skills

Client relationships
Risk management
Communication
Presentation skills
Analytical skills

Education

Property & Casualty License

Tools

Agency management systems
Microsoft Office

Job description

SolomonEdwardsGroup, LLC is seeking a Personal Lines Account Executive, High-Net-Worth in Philadelphia with hybrid work options. You will manage a sophisticated portfolio of affluent clients, delivering risk management guidance and superior service, while coordinating with top carriers.

The role demands an active Property & Casualty license, strong client communication, and expertise in homeowners, auto, umbrella, and specialty coverage to drive renewals and client satisfaction.

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