What are the responsibilities and job description for the Personal Lines - Private Client Account Executive position at Protouch Staffing?
Responsibilities
- Manage and service an assigned High-Net-Worth (HNW) book of business with accounts exceeding $50K in premium.
- Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processing.
- Create insurance applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards.
- Conduct comprehensive client renewal reviews to support retention.
- Maintain current knowledge of industry trends, product updates, coverage enhancements, and emerging technologies.
- Meet agency service standards and quality performance metrics.
- Ensure policy compliance and maintain confidentiality of client and company information.
- Assist with agency projects and additional assignments as needed.
- Provide backup support for other Account Managers.
- Build and maintain strong client relationships while delivering exceptional customer service.
- Maintain accurate workflows and agency procedures.
- 5 years of High-Net-Worth Personal Lines insurance experience.
- Minimum 3 years managing accounts with $50K in total premium.
- Active Property & Casualty Insurance License in good standing.
- Experience with High-Net-Worth carriers including Chubb, AIG, PURE, Cincinnati, Berkley One, and wholesale brokers handling Excess & Surplus Lines business.
- Working knowledge of AMS360 preferred.
- Strong problem-solving and decision-making skills.
- Excellent verbal, written, and presentation skills.
- Strong organizational, planning, and multitasking abilities.
- Ability to work effectively in a fast-paced environment.
- Commitment to continuous process improvement and professional development.
- Proficiency with Microsoft Office (Word, Excel, Outlook, Teams), agency management systems, carrier portals, and Scribe.
- Strong interpersonal skills with the ability to build lasting client relationships.
- Self-motivated, adaptable, and able to manage shifting priorities.
- Company-Paid Health Insurance
- Company-Paid Dental Insurance
- Company-Paid Vision Insurance
- Company-Paid Life Insurance
- 401(k) with Full Company Match
- Quarterly & Annual Growth Bonuses
- Company-Paid AAA Membership
- Optional In-House Gym Membership
- Paid Holidays
- Paid Time Off
- Sign-On Bonus
Salary : $120,000 - $150,000