Service an existing private client book of business.
Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
Prepare applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
Work with the Claims Department on relevant claims for assigned clients.
Maintain accurate information to avoid any E&O claims.
Supervise or direct the daily job activities of the Coordinators and Account Managers.
Build and maintain strong relationships with carriers and clients through regular contact and client visits.

Typically more than 5 years of industry and HNW Personal Lines experience.
Experience in working with HNW carriers including but not limited to Chubb, PURE, Private Client Select, Berkley One, Cincinnati and Vault.
P&C experience must include a recent tenure with a retail brokerage or independent insurance agency.
BA/BS preferred
Experience with EPIC preferred
P&C Insurance License required
CPRIA, PRMA or other P&C designation preferred.

Personal Lines Account Executive

Key skills