Private Client- Account Executive
Core
Managing high-net-worth personal insurance portfolios and broking complex insurance programs for affluent clients and families.
Role type
Private Client Account Executive (Insurance Broker)
Builds
Personal insurance policies and risk management solutions for affluent individuals and families.
Domain
Insurance / Risk Management / High Net Worth
Deliverable
client delivery
Required skills
High-net-worth personal insurance broking, portfolio management, client relationship management, risk needs analysis, billing coordination, claim negotiation, compliance management, revenue growth, new business production
Preferred skills
CPCU, CIC, CPRM, CPRIA, AFIS, ARM designations
Technologies
Internal client management system
Responsibilities
Manage assigned book of high-net-worth personal insurance clients; Broker and maintain required insurance policies and risk management solutions; Conduct annual reviews for clients ahead of key renewal dates; Coordinate client-related billing matters and maintain aged receivables reports; Assist in negotiation of equitable claim settlements; Achieve assigned annual revenue growth and retention metrics; Develop and maintain relationships with insurers, clients, and referral sources.
Seniority
Mid-level (3-5 years experience)