High-Net Worth Sr Account Executive

High-Net Worth Sr Account Executive

The James Allen Companies Inc.

Position Title: High-Net Worth Sr Account Executive

Position Summary: Our independent full-service, international brokerage firm is seeking a skilled High-Net Worth Sr Account Executive to join our team. The ideal candidate will have 10-15 years of experience working with High-Net Worth Personal Lines clients either for a broker or underwriter. They should be familiar with AMS 360 or EPIC agency management systems.

Company Description: Our company is a leading brokerage firm that covers all lines of insurance for a wide variety of corporations, individuals, and families. We pride ourselves on providing personalized, high-quality service to our clients and are looking for a dedicated professional to help us continue to deliver exceptional service.

Responsibilities:
– Manage a portfolio of High-Net Worth Personal Lines clients
– Develop and maintain strong relationships with clients
– Analyze client needs and recommend appropriate insurance solutions
– Work closely with underwriters to negotiate terms and pricing
– Stay current on industry trends and regulations
– Collaborate with team members to ensure client satisfaction
– Meet sales goals and targets

Desired Experience and Skills:
– 10-15 years of experience working with High-Net Worth Personal Lines clients
– Familiarity with AMS 360 or EPIC agency management systems
– Strong communication and interpersonal skills
– Ability to multi-task and prioritize in a fast-paced environment
– Detail-oriented and organized
– Proven track record of meeting sales goals
– Insurance license required
– Bachelor’s degree in a related field preferred

If you are a motivated, experienced professional with a passion for providing exceptional service to High-Net Worth clients, we would love to hear from you. Join our team and take the next step in your insurance career with our reputable brokerage firm.

Benefits

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

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