Ultra High Net Worth Account Executive

The Jonus Group; New York (NY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Paid time off

Holidays

Professional development

Job summary

The Jonus Group is seeking an accomplished Ultra-High-Net-Worth Personal Lines Account Executive in New York. You will manage a portfolio of affluent clients, delivering white-glove service and customized insurance solutions across luxury homes, high-value autos, and specialty collections.

Strong negotiation and relationship-building skills are essential to success. Ideal candidates bring 7+ years in UHNW personal lines, experience with premier carriers, and a valid P&C license.

Qualifications

• 7+ years of Personal Lines experience focused on UHNW clientele.
• Proven ability to manage accounts generating $25,000+ annual revenue.
• Expert knowledge of luxury homes, high-value autos, umbrella liability, fine art, and jewelry.
• Active Property & Casualty license is required.

Responsibilities

• Manage and service a portfolio of high-net-worth and ultra-high-net-worth personal insurance accounts.
• Handle sophisticated client accounts with $25,000+ annual revenue per account.
• Serve as the primary point of contact, delivering white-glove service and personalized insurance solutions.
• Oversee complex portfolios including luxury homes, high-value properties, jewelry, fine art, and luxury automobiles.
• Conduct coverage reviews, identify gaps, and recommend risk-management strategies.
• Oversee renewals, remarketing, carrier negotiations, and client presentations.

Skills

UHNW experience

Relationship management

Communication skills

Negotiation

Education

Active Property & Casualty license

Job description

Job Description

Ultra-High-Net-Worth Personal Lines Account Executive

Seeking an experienced Ultra-High-Net-Worth (UHNW) Personal Lines Account Executive to join a prestigious insurance brokerage. This role involves managing and servicing a sophisticated portfolio of affluent and ultra-affluent clients, delivering exceptional white-glove service, and providing customized insurance solutions. The ideal candidate will have extensive experience working with high-net-worth individuals, families, and complex personal insurance portfolios, including accounts generating $25,000 or more in annual revenue. This is an excellent opportunity for a seasoned professional who thrives in a relationship-driven environment and understands the expectations of an exclusive clientele.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities.

Responsibilities

• Manage and service a portfolio of high-net-worth and ultra-high-net-worth personal insurance accounts.
• Handle sophisticated client accounts, including those generating $25,000+ in annual revenue per account.
• Serve as the primary point of contact for clients, providing exceptional white-glove service and personalized insurance solutions.
• Oversee complex personal insurance portfolios, including luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles.
• Conduct comprehensive coverage reviews, identify potential gaps in protection, and recommend appropriate risk management strategies.
• Manage the full renewal process, including coverage analysis, remarketing, carrier negotiations, and client presentations.
• Develop and maintain strong relationships with clients, carrier underwriters, wealth advisors, family offices, and other professional partners.
• Negotiate with leading high-net-worth insurance carriers to secure competitive pricing, comprehensive coverage, and favorable policy terms.
• Coordinate policy endorsements, coverage changes, new business submissions, and complex account servicing needs.
• Provide claims advocacy and coordinate with carriers to ensure a seamless client experience.
• Proactively identify opportunities to enhance coverage, strengthen client relationships, and improve account retention.
• Maintain accurate client documentation and account records within the agency management system.

Qualifications/Requirements

• 7+ years of Personal Lines insurance experience, with a strong focus on high-net-worth and ultra-high-net-worth clientele.
• Proven experience managing individual client accounts generating at least $25,000 in annual agency revenue.
• Strong knowledge of luxury residential properties, high-value automobiles, umbrella/excess liability, fine art, jewelry, and other specialized personal insurance exposures.
• Experience working with premier Private Client insurance carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Berkley One, and Vault.
• Familiarity with the New York City and Tri-State high-net-worth insurance marketplace.
• Experience servicing sophisticated clients with multiple properties, substantial assets, and complex coverage requirements.
• Excellent communication, relationship management, organizational, and problem-solving skills.
• Ability to independently manage a portfolio while delivering exceptional client service.
• Active Property & Casualty insurance license.