Personal Lines Senior Account Executive - HNW

Job Responsibilities

• Develop and manage strategic partnerships with financial advisors, wealth managers, and other referral sources.
• Act as the lead insurance strategist for High-Net-Worth clients, advising on complex risk and bespoke coverage solutions.
• Drive the end-to-end insurance lifecycle, from discovery and design through placement and ongoing advisory.
• Deliver education and thought leadership to advisor partners through workshops, presentations and training sessions.
• Proactively manage and grow a pipeline through relationship-driven business development.
• Provide deep expertise across High-Net-Worth personal lines (High Value Homes, Umbrella, Fine Art, Collectibles, etc).
• Stay ahead of market trends and translate insights into strategic client recommendations.

Minimum Requirements

• Licenses: Property & Casualty (CA)
• 10+ years of experience within an independent, tech-enabled insurance agency
• Proven experience in business development and High Net Worth advisory
• Travel to financial advisory partners and/or client within the Los Angeles area

Preferred Skills

• Bachelor’s Degree
• Certifications: CPCU, CIC and/or CFP
• Management System: EZLynx
• Computer Skills: MS Outlook, MS Excel

Benefits

• Health
• Start Up Opportunity
• Bonus Eligibility