Private Client Account Executive
Core
Manage high-net-worth personal insurance clients and broker complex personal insurance programs and Group Excess Liability.
Role type
Senior Private Client Account Executive
Builds
Personal insurance portfolios and risk management solutions for affluent clients and families
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Property and Casualty Broker's License, high net-worth personal insurance broking, client relationship management, risk needs analysis, billing coordination, claim negotiation, revenue growth, compliance
Preferred skills
CPCU, CIC, CPRM, CPRIA, AFIS, ARM designations
Technologies
Internal client management system
Responsibilities
Manage assigned book of high-net-worth clients; build and expand relationships with existing and prospective clients; broker and maintain insurance policies; conduct annual reviews; coordinate billing and maintain aged receivables reports; process client requests with Client Services team; assist in claim settlements; achieve revenue growth and retention metrics; maintain awareness of carrier products and systems.
Seniority
Senior, hands-on IC