Senior High Net Worth Personal Account Executive - REMOTE
$100k - $150kBing Recruitment
Job Description
Job Description
Seeking : Personal Lines High Net Worth Account Executive
Schedule : Fully Remote
Salary : $100K - $150K
Independent Retail Insurance Agency is seeking a dynamic and experienced High Net Worth Personal Insurance Account Manager or Account Executive. The successful candidate will be responsible for managing a portfolio of private client personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions.
Responsibilities:
- Serve as the primary point of contact for a portfolio of high net worth and private client personal insurance clients
- Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
- Identify new market opportunities and develop strategies to expand our customer base
- Build and maintain strong relationships with key clients, ensuring their needs are met
- Prepare and present insurance proposals and renewals to clients
- Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
- Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities
Qualifications & Experience:
- Current property and casualty license
- MUST HAVE High Net Worth Experience (Venture Capitalist, Investment Managers, Hedge Funds, HNW Private Clients)
- 3 Years of experience preferred in personal insurance
- Experience with standard market and high net worth personal lines home, auto, umbrella coverages
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
- Detail-oriented with strong analytical and problem-solving abilities
- Organizational skills with the ability to prioritize tasks effectively
- Experience with multiple insurance carriers preferred
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Senior High Net Worth Personal Account Executive - REMOTE in Glen Rock, NJ vacancy
$100k
...acceptance. Antenna is looking for an Senior Account Executive for our Real Estate practice... ...Account Executive - Canada (Remote) Miami, FL $100,000.00 - $150... ...Executive, Public Relations Personal Lines Insurance Account Executive, High-Net-Worth Fort Lauderdale, FL $100,000...Remote workPersonalSeniorHigh net worthFull timeSummer workFlexible hours- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk County, NY.Position Highlights• Affluent and High-Net-... ...candidates will possess 7-10+ years of direct High-Net-Worth Personal Lines Account Executive experience, a Property &...PersonalSeniorHigh net worth
- ...agoPersonal Lines Insurance Coverage Senior Account Executive opening in Nassau County, Long... ...designated book of business, includes High Net Worth Clients; mentors the team; maintain... ...must have a thorough understanding of Personal Lines underwriting and coverages to...PersonalSeniorHigh net worthWork at officeWork from home
- ...independent agency with the personalized service and close... ...seeking an experienced Senior Personal Lines Account Executive to join our Personal Insurance... ...clients with sophisticated and high-value insurance needs.... ...from standard to high-net-worth households Advise clients...PersonalSeniorHigh net worth
Borg insurance Agency & Associates
New York, NY1 day ago $77k - $154k
...Insurance Sales Exec Senior - Personal Lines is a commissioned... ...sales position, with high income potential, requiring... ...with high income/net worth and corporate customers... ...and do their best work. Remote roles will also have... ...valid, written and fully executed Master Service...Remote workPersonalSeniorHigh net worthFull timeWork at officeWork from homeFlexible hours- ...Private Client Account Executive Aon is looking for a Private Client Account Executive. As... ...account management and broking of complex personal insurance programs for affluent... ...Responsibilities: Manages an assigned book of high-net worth personal insurance clients with...Remote workPersonalHigh net worth
Aon
United States2 days ago - ...EisnerAmper is seeking a Tax Senior Manager to join the Private... ...largest and fastest growing accounting and advisory firms in the industry... ...functions for ultra-high net worth individuals and their families... ...their unique operational and personal dynamics. About...Remote workPersonalSeniorHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal area
- ...AmericaQuartz ranked us the #1 best company for remote workersResponsibilitiesWe are looking for an exceptional Embedded Account Executive to join our growing team. This is a remote... ...meeting or exceeding quotaSoft Skills / Personal CharacteristicsAn enthusiastic team player...Remote workPersonalSeniorFlexible hours
$110k - $130k
...Senior Family Law Paralegal (FULLY REMOTE) Senior Family Law Paralegal — Fully Remote (... ...Family Law PC | Modern. High-Performing. Fully Remote... ...runs on paper, panic, or personalities? Tired of supporting attorneys... ...firm representing high-net-worth clients in complex...Remote workPersonalSeniorHigh net worthLive inWork at officeFenchel Family Law
United States8 hours ago- ...entrepreneurial minded Senior Wealth Advisor... ...converting ultra-high-net-worth (UHNW)... ...Responsibilities:Develop and execute targeted outreach... ...clients through personal networks, centers... ...with attorneys, accountants, family offices... ...% in office, 40% remote for most positionsPaid...Remote workPersonalSeniorHigh net worthTemporary workWork at office
- ...Senior Wealth Advisor This is a remote position. We are seeking an experienced Senior... ...the primary advisor for a personal book of clients, delivering... ...support for day-to-day account management Marketing... ...experience advising high-net-worth or mass affluent clients...Remote workPersonalSeniorHigh net worthFor contractorsWork at officeFlexible hours
ATALNT
United States18 hours ago - ...Berndt CPA LLC as a Senior Tax Manager -... ...partners and executive stakeholders,... ...and develop a high-performing tax... ...functionally with accounting, payroll, and HR... ...and high-net-worth individualsWorking... ...encouraged, and personal flexibility is... ...options with partial remote work...Remote workPersonalSeniorHigh net worthFull timeLocal area
Berndt CPA LLC
Madison, WI8 days ago $90k - $110k
...Position: Private Client Account Executive Department: Personal Risk Management Employment Status: Full-Time, Remote Optional Office... ...support to clients, ensuring a high level of customer service... ...lead contact for our high net worth clients and their...Remote workPersonalHigh net worthFull timeWork at officePersonal Risk Management Solutions
New York, NYmore than 2 months ago$91k - $321.5k
...compliance services to high-net-worth individuals and... ...the owners of PwC. As a Senior Manager you are expected... ...'s Degree in Finance, Accounting- 6 years of experience... ...holiday pay, vacation, personal and family sick leave,... ...Louisville; AL-Birmingham; US-Remote; AR-Fayetteville; NY-...Remote workPersonalSeniorHigh net worthFull timeH1b- ...experienced, results-driven Senior Account Executive to join our Records... ...for driving net new sales and revenue... ...selling.You will join a high-performing, collaborative... ...OfferLocation: Fully Remote.Immediate Security: Comprehensive... ...to support your personal and professional well-...Remote workPersonalSeniorFull timeContract workImmediate startFlexible hours
- ...seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available... ...within Vanguard's Personal Wealth division, you will... ...that will help our ultra-high net Worth clients achieve their unique... ...skills, including strong executive presence when interacting...Remote workPersonalSeniorHigh net worthLocal area
Vanguard Group, Inc.
Austin, TX3 days ago $90k - $120k
...Job details Tax Senior needed remote ASAP! This Jobot Job is hosted... ..., a dynamic, full-service accounting firm based in Oakland, CA,... ...closely held businesses, high net worth individuals, and trusts and... ...life balance that promotes personal health, well-being, and family...Remote workPersonalSeniorHigh net worthFull timeLocal areaImmediate startJobot
United States4 days ago$120k - $130k
...Join our growing team of highly collaborative,... ...hiring a Sr. Strategic Account Executive to help build and scale... ...closeDevelop relationships with senior leaders across HR,... ...the importance of in-person connections and hold... ...accordance with applicable data protection laws.#LI-RemoteRemote workPersonalSeniorHome officeFlexible hours$119.3k - $221.5k
...strategies and building high-impact partnerships across... ...RoleThe Director of Government Accounts will lead the strategy and execution of sales initiatives... ...asking for money or personal information. We never request... ...Home based-Washington DC; Remote - USA - NationwideType:...Remote workPersonalSeniorFull timeContract workLocal areaImmediate startWork from homeFlexible hours$145k - $175k
Senior High Net Worth Tax ManagerA premier accounting and consulting firm is seeking a highly skilled Senior High Net Worth... ...programs, and access to a unique personal expansion program.Work Location... ...schedule allowing for flexible remote and in-office balance.Primary Location...Remote workPersonalSeniorHigh net worthWork at officeLocal areaFlexible hours$105k - $120k
...Senior Major Gifts Officer Reports... ...Location: Remote (East Coast)... ...Development, executive leadership, and... ...portfolio of high-capacity donors... ...stewardship plans. Personally solicit and... ...from high-net-worth individuals and... ...autonomy and accountability. Why Join Living...Remote workPersonalSeniorHigh net worthShift workLiving Goods
United States18 hours ago$320k
...re in search of a successful Enterprise Account Executive with a proven track record in B2B sales... ...collaborative mindset, and a drive for personal and professional growth.Demonstrated... ...giving our people the flexibility to work remotely for part of the week.As part of our...Remote workPersonalSeniorFull time$245k - $300k
....What you'll doOwn and execute the full sales cycle for... ...and implement account strategies to identify,... ...buying committeesDrive net new logo acquisition and... ...work locations (including remote), the on-target earnings... ...collection and use of personal data relating to the application...Remote workPersonalSeniorLive in$141.55k - $214.4k
...cost of ownership.Role Description - Senior Account Executive, USAFWe are looking for experienced sales... ...information about how we use your personal data and your rights, including with regard... ...: Virginia - Mclean; Virginia - Remote; Texas - Remote; Utah - Remote; Oklahoma...Remote workPersonalSeniorFull timeContract work- ...and services to high-net-worth and ultra-high-net... ...clients and provide personalized advice and wealth... ...Retirement Accounts (IRA)About this role... ...Fargo is seeking a Senior Philanthropic... ...in office, 2-days remote.Required Qualifications... ...accountable for execution of all applicable...Remote workPersonalSeniorHigh net worthFull timeWork experience placementWork at office
$110k - $130k
...looking for a Private Client Account Executive. As part of an... ...management and broking of complex personal insurance programs for... ...Manages an assigned book of high-net worth personal insurance clients... ...documents and policies. #LI-KH2 #LI-REMOTE 2583202Remote workPersonalHigh net worthFull timeTemporary workPart timeLocal areaAon
Kansas City, MO8 hours ago$120k - $170k
...of disciplines.What is the role? The Senior Account Executive will work closely with Media and Entertainment... .... Fridays are generally flexible for remote work, except for employees whose... ...accordance with local leave policies and other personal needs to support their evolving work...Remote workPersonalSeniorWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours$100k
...Senior Associate Director, Major Gifts... ...opportunities and plan and execute deeply meaningful... ...strategies for high net worth constituents and... ...stakeholders to personally solicit and... ...in his/her/their accountability and establishing... ...designated as a remote role, allowing the...Remote workPersonalSeniorHigh net worthWork experience placementLocal areaShift workMD Anderson Cancer Center
United States8 hours ago$247.5k - $313.5k
...our clients' successSenior Account Executive - Mirakl Ads1. The Team You'... ...organisations to build and maintain senior-level relationships with the... .... We offer hybrid and fully remote contracts.Below you will... ..., Mirakl processes your personal data to review and manage your...Remote workPersonalSeniorContract workWorldwide- ...Mission Impact: Cloud Sales Executive—U.S. Army Focus Are... ...(GDI) as a Cloud Account Executive IV and help power... ...a combination of remote, in-office work and meetings... ...transformation. High-Profile Client Engagement... ...skills and exceed your personal and professional goals....Remote workPersonalSeniorWork at office
hackajob
Reston, VA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior High Net Worth Personal Account Executive - REMOTE. Be the first to apply!
Related searches
- srs Glen Rock, NJ
- senior Glen Rock, NJ
- personal training part time Glen Rock, NJ
- entry level personal training Glen Rock, NJ
- remote customer service chat Glen Rock, NJ
- companies hiring remote Glen Rock, NJ
- remote work Glen Rock, NJ
- remote Glen Rock, NJ
- part time remote customer service Glen Rock, NJ
- fully remote Glen Rock, NJ