Personal Lines - Elite VIP Account Executive

New York City

Property and Casualty Insurance Industry

Personal Lines High Net Worth Account Executive is responsible for staying current on changes in clients lifestyle that impact their risk profile and coverages, conducting annual reviews of clients insurance program, negotiating with carriers on clients behalf, solutions to clients. Account Executive is also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. Based on detailed market knowledge, and recommending appropriate coverages, limits, stewardship program and risk management. This position is critical to successfully support a book of business to our Ultra High Net Worth Clients, Ultra-high-net-worth individuals (UHNWI) are people with investable assets of at least $30 million. They comprise the wealthiest people in the world.

NY Property & Casualty (P&C) License, 3 - 5 years personal lines insurance experience; preferably working with HNW clientele. Proficiency in Microsoft Office-Word & Excel. College Degree, preferred. Professional designations a plus, e.g. CPCU, CIC, etc. Previous experience with AMS 360 or similar system preferred.

• In office 5 days - Company believes in “office synergy and professionalism”. Proper attire also required.