Personal Lines Private Client Account Executive
Core
Provide professional stewardship and annual exposure reviews for High Net Worth/Private clients to ensure adequate personal insurance protection.
Role type
Personal Lines Private Client Account Executive
Builds
Customized personal insurance coverage solutions for affluent individuals
Domain
Insurance / Personal Lines / Private Client Services
Deliverable
client delivery
Required skills
Property & Casualty (P&C) licensing, asset and risk assessment, client relationship management, renewal process management, carrier and underwriter liaison, data management in EPIC system
Preferred skills
Experience with HNW/Private clientele, proactive needs evaluation, complex issue resolution
Technologies
EPIC, Microsoft Office (Word, Excel)
Responsibilities
Conduct thorough assessments of client assets and potential risks; recommend appropriate insurance coverage products; maintain strong client relationships and update on market changes; manage the renewal process to ensure retention; establish effective relationships with carriers and underwriters; resolve complex service or coverage issues; maintain accurate client and policy data in the management system
Seniority
Mid-Senior, hands-on IC