Senior Account Executive
Core
Manage a portfolio of high-net-worth and Platinum-level personal lines clients, providing mentorship and leadership to a growing team.
Role type
Senior Account Executive (Personal Lines Insurance)
Builds
Strategic renewal and new business initiatives for sophisticated personal insurance programs
Domain
Insurance brokerage (Personal Lines, High-Net-Worth)
Deliverable
client delivery
Required skills
High-net-worth client management, carrier negotiations, risk assessment, proposal preparation, team mentorship, P&C licensing knowledge
Preferred skills
Applied Epic Experience, knowledge of HNW carriers (Chubb, Pure, Cincinnati, Berkley One, AIG/PCS)
Technologies
Epic, Excel, Word
Responsibilities
Manage and service a book of high-net-worth & Platinum-level personal lines clients; Lead comprehensive renewal strategies including carrier negotiations and premium optimization; Conduct thorough risk assessments and annual reviews; Mentor and guide junior Account Executives; Develop and execute new business strategies
Seniority
Senior, hands-on IC with leadership duties