Personal Lines - Private Client Account Executive

Responsibilities

• Manage and service an assigned High-Net-Worth (HNW) book of business with accounts exceeding $50K in premium.
• Create insurance applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processing.
• Conduct comprehensive client renewal reviews to support retention.
• Maintain current knowledge of industry trends, product updates, coverage enhancements, and emerging technologies.
• Meet agency service standards and quality performance metrics.
• Ensure policy compliance and maintain confidentiality of client and company information.
• Build and maintain strong client relationships while delivering exceptional customer service.
• Maintain accurate workflows and agency procedures.

Qualifications

• 5+ years of High-Net-Worth Personal Lines insurance experience.
• Minimum 3 years managing accounts with $50K+ in total premium.
• Active Property & Casualty Insurance License in good standing.
• Experience with High-Net-Worth carriers including Chubb, AIG, PURE, Cincinnati, Berkley One, and wholesale brokers handling Excess & Surplus Lines business.
• Working knowledge of AMS360 preferred.
• Strong problem-solving and decision-making skills.
• Excellent verbal, written, and presentation skills.
• Strong organizational, planning, and multitasking abilities.
• Ability to work effectively in a fast-paced environment.
• Commitment to continuous process improvement and professional development.
• Proficiency with Microsoft Office (Word, Excel, Outlook, Teams), agency management systems, carrier portals, and Scribe.
• Strong interpersonal skills with the ability to build lasting client relationships.
• Self-motivated, adaptable, and able to manage shifting priorities.

Pay

• Company-Paid Health Insurance
• Company-Paid Dental Insurance
• Company-Paid Vision Insurance
• Company-Paid Life Insurance
• 401(k) with Full Company Match
• Quarterly & Annual Growth Bonuses
• Company-Paid AAA Membership
• Optional In-House Gym Membership
• Paid Holidays
• Paid Time Off
• Sign-On Bonus