Private Client Account Executive

Position:                               Private Client Account Executive

Department:                      Personal Risk Management

Employment Status:      Full-Time, Remote Optional

Office Location:                 22 Vanderbilt New York, NY

About Us:

Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking motivated and detail-oriented Private Client Account Executives to join our dynamic team. This role is essential in providing comprehensive support to clients, ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business.

Job Summary:

This role is a lead contact for our high net worth clients and their families and will involve building positive and impressive long-term relationships.   Key responsibilities include communicating with and visiting with clients, family offices, wealth advisors and responding to their questions, proactively contacting them for necessary follow-ups.  As a Private Client Account Executive, you will be responsible for a variety of client focused tasks and will be an integral part of a team who services our client accounts, ensuring customer satisfaction throughout the process.  This is an excellent opportunity for someone looking for a growth opportunity within the insurance industry while gaining valuable experience in a supportive and collaborative environment.

Key Responsibilities and Duties:

• Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs. 


• Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available.


• Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete. 


• Determine strategic placement of new clients through analysis of current insurance program.


• Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome.


• Drive renewal process by analysis of client’s insurance program and marketplace opportunities. 

Basic Responsibilities:

• Respond promptly to incoming calls, and e-mails


• Comply with company policies, practices and procedures


• Attend meetings and prepare follow-up as needed


• Set goals, prioritize and execute duties of the position


• Manage documents, files and electronic information in an organized, efficient and secure manner


• Perform quality and quantity duties as expected for position


• Complete company required training courses as assigned

Qualifications:

• Bachelor’s degree (B.A.) from four year college or university; or


• Three years minimum related experience and/or training.


• Property & Casualty license


• Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select.


• * A “people person” with superior client service orientation and attention to detail.


• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)


• Strong organizational skills with the ability to manage multiple tasks and priorities.


• Adaptability to a changing environment


• Excellent written and verbal communication skills.


• Professional demeanor with a customer-focused attitude.


• Ability to work independently in a fast-paced environment, as well as part of a team.