Personal Lines High Net Worth Account Executive
Core
Provide professional stewardship and annual exposure reviews for High Net Worth individuals to ensure adequate personal insurance protection.
Role type
Personal Lines High Net Worth Account Executive
Builds
Customized personal insurance coverage solutions for affluent clients
Domain
Insurance / Personal Lines / High Net Worth
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 or Private Client clientele, proficiency in Microsoft Office (Word & Excel)
Responsibilities
Develop client relationships as trusted advisor for personal insurance; Review client exposures, loss experience, and current coverage to recommend products; Provide proactive day-to-day client service; Manage renewal process for retention and cross-sell; Establish relationships with carriers and underwriters; Resolve complex coverage issues; Maintain accurate client and policy data in EPIC; Escalate service concerns to appropriate departments
Seniority
Mid-level individual contributor