Senior Account Executive - Personal Lines
Core
Manage a 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 individuals
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Private Client marketplace knowledge, Property & Casualty Insurance licensing, rating software proficiency, carrier underwriting understanding, EPIC system usage
Preferred skills
Insurance designations (CPRIA, CPCU, ARM, CIC), EPIC experience
Responsibilities
Manage assigned book of high-net worth personal insurance clients; Establish and grow substantive relationships with existing and prospective clients; Conduct face-to-face and virtual meetings for annual reviews; Achieve assigned annual financial metrics; Use rating software to market accounts and prepare proposals; Document client information in agency management system; Execute cross-sell initiatives
Seniority
Mid-Senior level (3-7 years experience)