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

Job Description

High Net Worth Account Executive:

Our National Client is seeking a highly skilled and licensed High Net Worth Personal Lines Account Manager to join their team. This role focuses on servicing mostly high net worth families and select middle market clients, primarily handling accounts with premier carriers such as Chubb, PURE, AIG, Cincinnati, Berkley One, Travelers, Hanover & Safeco.

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:

• 5 - 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

Salary is $80,000-$120,000 plus bonus

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