Personal Lines High Net Worth Account Executive

Personal Lines High Net Worth Account Executive
Are you the right applicant for this opportunity Find out by reading through the role overview below.
NYCDescription:The Personal Lines High Net Worth Account Executive tracks changes in clients' lifestyles that affect their risk profiles and coverages. This role includes annual reviews of clients' insurance programs and negotiating with carriers on behalf of clients while providing solutions. The Account Executive also generates new business by securing referrals from existing clients and centers of influence, along with deepening relationships with current clients. Utilizing extensive market knowledge, the executive recommends suitable coverages, limits, stewardship programs, and risk management strategies. This role plays a vital part in effectively supporting our Ultra High Net Worth Clients' portfolio. The executive prepares and manages new business and renewal marketing 120 days before renewal, analyzes exposure data, and suggests appropriate coverage enhancements for High Net Worth clients. Responsibilities include coordinating quotes and renewals with carrier underwriters, negotiating terms as necessary, and staying updated on carrier appetites and product changes.
Requirements: Candidates should hold a NY Property & Casualty (P&C) License and possess over 10 years of personal lines insurance experience, particularly with HNW clients. Proficiency in Microsoft Office—Word and Excel—is essential, and a college degree is preferred. Professional designations such as CPCU or CIC are advantageous. Previous experience with AMS 360 or similar systems is also preferred. The position requires working in the office five days a week, as the company values “office synergy and professionalism. xzbcwsv ” Proper attire is necessary.