Private Client Senior Account Executive
Core
Manage high-net-worth personal insurance clients, conduct annual reviews, and drive retention and revenue growth.
Role type
Senior Account Executive (Personal Lines)
Builds
Personal insurance portfolios for individuals and families
Domain
Insurance brokerage (Property & Casualty)
Required skills
High-net-worth client management, annual review execution, carrier underwriting knowledge, rating software proficiency, proposal preparation, cross-selling, agency management system usage
Preferred skills
Insurance designations (CPRIA, CPCU, ARM, CIC), EPIC experience
Technologies
EPIC, Microsoft Office Suite
Responsibilities
Manage assigned book of high-net-worth personal insurance clients; Establish and grow relationships with existing and prospective clients; Conduct face-to-face and virtual annual reviews to evaluate insurance programs; Achieve annual financial metrics focused on retention and revenue growth; Utilize carrier underwriting appetite and rating software to prepare and present proposals; Document new prospects and update client information in the agency management system.
Seniority
Senior, hands-on IC