Senior Account Executive - Personal Lines
Core
Manages an assigned book of high-net worth personal insurance clients, delivering excellent client experience and achieving annual financial metrics focused on retention and revenue growth.
Role type
Senior Account Executive (Personal Lines)
Builds
Personal insurance portfolios for high-net-worth clients
Domain
Insurance brokerage (Personal Lines)
Deliverable
client delivery
Required skills
High-net-worth client management, carrier underwriting knowledge, rating software proficiency, proposal preparation, client data documentation, cross-selling
Preferred skills
Insurance designations (CPRIA, CPCU, ARM, CIC), EPIC system experience
Technologies
Rating software, EPIC, Agency management system, Microsoft Office Suite
Responsibilities
Manage assigned book of high-net worth personal insurance clients, establish and grow relationships with existing and prospective clients, conduct annual reviews to evaluate current insurance and provide feedback, achieve assigned annual financial metrics, use rating software to market accounts and prepare proposals, document new prospect information in the agency management system
Seniority
Senior, hands-on IC