High-Net Worth Associate Account Executive

Position Title: High-Net Worth Associate Account Executive

Position Summary:
We are seeking a highly experienced High-Net Worth Associate Account Executive to join our team at our independent full-service, international brokerage firm. The successful candidate will be responsible for managing a portfolio of high-net worth or affluent personal lines clients, utilizing their expertise to provide exceptional service and customized insurance solutions.

Company Description:
Our company is a leading independent full-service, international brokerage firm that covers all lines of insurance for a wide variety of corporations, individuals, and families. We pride ourselves on our personalized approach to insurance, striving to deliver the highest quality service and tailored solutions to meet our clients’ unique needs. As a growing company, we are looking for dedicated professionals who are passionate about exceeding client expectations and setting new standards of excellence in the industry.

Responsibilities:
– Manage a portfolio of high-net worth or affluent personal lines clients, providing exceptional service and fostering strong client relationships
– Analyze client insurance needs and recommend appropriate coverage solutions to address risks and protect assets
– Work closely with insurance carriers to obtain quotes, negotiate terms, and select the most appropriate policies for clients
– Execute policy transactions, including endorsements, renewals, and cancellations, ensuring accuracy and compliance with company guidelines
– Conduct regular account reviews to assess coverage adequacy, identify potential gaps, and recommend necessary adjustments
– Collaborate with colleagues to cross-sell products and services, maximizing client retention and revenue growth opportunities
– Stay informed about industry trends, market developments, and regulatory changes to provide clients with up-to-date information and guidance
– Utilize AMS 360 OR EPIC Agency Management Systems to maintain accurate client records, track policy details, and generate necessary reports

Desired Experience and Skills:
– Bachelor’s degree in Business, Finance, Insurance, or related field
– 3+ years of experience working with high-net worth or affluent personal lines clients in an insurance brokerage or agency setting
– Proven track record of exceeding sales targets, building client relationships, and delivering exceptional service
– Strong knowledge of personal lines insurance products, coverages, and underwriting guidelines
– Familiarity with AMS 360 OR EPIC Agency Management Systems, with the ability to navigate and utilize system functionalities effectively
– Excellent communication skills, both verbal and written, with the ability to effectively convey complex information to clients and colleagues
– Strong attention to detail, organizational skills, and the ability to prioritize competing tasks in a fast-paced environment
– Active insurance license or willingness to obtain licensure within a specified timeframe

If you meet the qualifications and are excited about the opportunity to join a dynamic team in a growing company, we encourage you to apply for the High-Net Worth Associate Account Executive position. We offer competitive compensation, a supportive work environment, and opportunities for professional growth and development. Apply today and take the next step in your insurance career.

Benefits

Medical with Oxford. Company pays 100 percent of premium for the employee. Dental vision. 401k with match