Job Description
Private Client Account Executive
Job Summary
- Seeking a highly skilled and experienced Private Client Account Executive to join a growing, mid-sized agency.
- This role is ideal for a professional with a strong background in managing high-net-worth (HNW) private client accounts, exceptional organizational skills, and a passion for delivering high-touch client service.
- The successful candidate will work in a dynamic and collaborative environment, leveraging cutting-edge technology to manage complex accounts and provide tailored insurance solutions.
- This position offers the flexibility of remote work in select states and the opportunity to be part of a top-rated agency known for its commitment to excellence and employee satisfaction.
Compensation Package
- Salary Range: $85,000 - $98,000 annually
- Benefits: Comprehensive benefits package, including health insurance
- Remote Work: Available in the following states: CO, DC, FL, GA, IL, MD, NC, PA, RI, TX, VA, WV
- Travel: No travel required
Responsibilities
- Manage complex HNW private client accounts, ensuring exceptional service and attention to detail
- Handle renewals, coverage reviews, and carrier relationships with precision and professionalism
- Provide high-touch client service, addressing client needs promptly and effectively
- Quote new and renewal business, ensuring competitive and comprehensive coverage options
- Utilize and adapt to multiple systems, including agency management platforms (EPIC) and CRM tools
- Maintain strong organizational skills to work efficiently in a remote or hybrid environment
Qualifications/Requirements
- Licensure: Active Property & Casualty (P&C) license required
- Experience: Minimum of 5 years of experience managing HNW private client accounts
- Technical Skills: Highly tech-savvy, with the ability to learn and adapt to new technology quickly
- Software Proficiency: Experience with EPIC or similar agency management platforms preferred
- Work Environment: Ability to work effectively in a remote or hybrid setting
- Attributes: Strong organizational skills, attention to detail, and a client-focused mindset
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