New Job Opening: High Net Worth Account Executive in New York, NY

Job Description

High Net Worth Account Executive:

One of our Agency focus's is on High Net Worth (HNW) Personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. 

The Account Executive position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all Personal and High Net Worth lines insurance.

Essential Functions:

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc. 


• Address client questions regarding premiums and billing statements


• Provide claims counseling and assistance during the claim settlement process


• Assist client with completion of applications, risk profile assessments and renewal 
  questionnaires


• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile


• Re-market client policy renewals as needed given client need and/or current market conditions


• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums


• Prepare re-marketing results and provide a detailed renewal review to discuss with the client


• Implement new/renewal program and provide client with detailed evidence of coverage


• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
  

Competencies & Qualifications: 

The qualified candidate must have:

• 10+ years personal lines experience with a background in HNW client/account management services.


• HNW experience with the following carriers: Chubb, Cincinnati, Berkeley, Travelers AIG, PURE


• HNW experience with the following required; Auto, Home, Umbrella, Flood, Family Office, Boat & Yacht


• Proper insurance licenses


• Experience with AMS 360, Excel, Word and general computer skills


• Strong communication skills, work well in a team orientated environment and under pressure


• Good leadership, analytical and organizational skills

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