Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance.
Review client exposures, loss experience and current coverage and recommend appropriate products and services.
Provide proactive day-to-day client service by anticipating and evaluating client’s needs.
Work well independently but also in groups utilizing internal assistant, accounting, marketing and claims resources appropriately.
Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible.
Deliver outstanding customer service by providing professional, timely and accurate communication.
Establish effective relationships with carriers, underwriters, and marketing representatives.
Resolve complex service or coverage related issues in partnership with team members and producers.
Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible.
Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed.

3
5 years personal lines insurance experience; preferably working with HNW or Private Client clientele
Property & Casualty (P&C) License required
Proficiency in Microsoft Office-Word & Excel
Excellent verbal & written communication skills
Detail oriented, highly organized and ability to meet deadlines
Customer service oriented with strong problem-solving ability.

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Personal Lines High Net Worth Account Executive

Key skills