Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Lines Insurance Account Executive, High-Net-Worth (x2)

SolomonEdwards

Job Description

Title: Personal Lines Insurance Account Executive, High-Net-Worth (x2)

\n

Location: Miami, FL (REMOTE – must live in FL)

\n

Salary: $115,000k - $125,000k (DOE)+ excellent benefits!

\n

\n

Our client, an established Top 50 P&C insurance broker is seeking a Personal Lines Account Executive, High-Net-Worth . Position is open due to growth. This role is responsible for managing and servicing a sophisticated portfolio of affluent and high-net-worth individuals and families, providing consultative risk management solutions and exceptional client service. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is open due to growth and will have a direct path to career progression. MUST LIVE IN FLORIDA TO BE CONSIDERED!

\n

If interested, please send resume to View email address on ziprecruiter.com – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

\n

\n

Responsibilities:

\n
    \n
  • Serve as the primary relationship manager for a portfolio of high-net-worth and ultra-high-net-worth clients.
  • \n
  • Develop and maintain strong client relationships through proactive communication, annual stewardship reviews, and ongoing risk consultation.
  • \n
  • Analyze client exposures and recommend comprehensive insurance solutions for primary residences, secondary homes, fine art, jewelry, collections, yachts, watercraft, aircraft, umbrella liability, cyber liability, and other specialty risks.
  • \n
  • Prepare coverage comparisons, policy reviews, and renewal presentations to ensure clients understand their insurance programs.
  • \n
  • Coordinate new business, renewals, endorsements, remarketing efforts, and coverage enhancements.
  • \n
  • Market accounts to premier personal lines carriers and negotiate favorable coverage terms and pricing.
  • \n
  • Collaborate with producers, risk advisors, carrier underwriters, and service teams to deliver a seamless client experience.
  • \n
  • Provide guidance during claims situations and advocate on behalf of clients to ensure timely and favorable claim resolution.
  • \n
  • Identify gaps in coverage and cross-selling opportunities while maintaining a client-first advisory approach.
  • \n
  • Maintain accurate client records, policy documentation, and activity within the agency management system.
  • \n
  • Stay informed on market conditions, carrier appetite, emerging risks, and industry trends affecting affluent clientele.
  • \n
\n

\n

Education and Qualifications:

\n

\n
    \n
  • MUST LIVE IN FLORIDA TO BE CONSIDERED!
  • \n
  • Must currently hold an active Property & Casualty License.
  • \n
  • Experience working with premier carriers such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati, Travelers Private Client, or similar markets.
  • \n
  • Strong knowledge of homeowners, automobile, umbrella, valuable articles, excess liability, flood, and specialty coverages.
  • \n
  • Excellent communication, relationship management, and presentation skills.
  • \n
  • Strong analytical, organizational, and problem-solving abilities.
  • \n
  • Proficiency with agency management systems and Microsoft Office applications.
  • \n
  • Ability to go into office on a hybrid basis.
  • \n
\n

\n

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

\n

\n

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

\n

\n

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: -policy/#ccpa

Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Personal Lines Insurance Account Executive, High-Net-Worth (x2) in Boca Raton, FL vacancy
  •  ...Job Description Job Description Insurance Job: Personal Lines Account Manager | CSR Insurance Agency Location: Deerfield Beach, FL Salary...  ...or AMS 360) is strongly preferred. Experience with high net worth clients is a plus All inquiries will be kept... 
    High net worth

    APR

    Deerfield Beach, FL
    a month ago
  • $45k - $75k

     ...dedicated and experienced Job Description Personal Lines Account Manager Seeking a dedicated and...  ...environment where results and dedication are highly valued. Compensation Package Salary...  ...lines and potentially some high-net-worth accounts (experience in high-net-worth... 
    High net worth
    Work at office

    The Jonus Group

    Boca Raton, FL
    6 days ago
  •  ...and estates administration \n Drafting estate planning documents \n Advising individuals, families, business owners, and high-net-worth clients \n Working with clients on wealth transfer and succession planning strategies \n Coordinating with tax, corporate... 
    High net worth
    Full time
    Private practice
    Work at office

    VCG Attorney Recruiting

    Boca Raton, FL
    4 days ago
  •  ...attorneys around the country under a highly collaborative, team-based...  ...transfer strategies for high net worth individuals and families...  ...helping clients navigate the personal, financial, and family issues...  ...provide sophisticated planning solutions coupled with practical execution.
    High net worth
    Private practice
    Work at office

    Cozen O Connor

    Boca Raton, FL
    3 days ago
  •  ...advisor client relationships, and high-quality drafting. Active...  ...issue-spotting through drafting, execution, and implementation. Draft...  ...(CPAs, financial advisors, insurance professionals) Qualifications...  ...Have) Experience advising high-net-worth individuals/families and... 
    High net worth
    Private practice

    Ascendo Resources

    Boca Raton, FL
    10 hours ago
  •  ...related estate-planning documents \n Counsel clients regarding estate and trust planning strategies \n Work directly with high-net-worth individuals and families \n Independently manage matters while developing strong client relationships \n Mentor and... 
    High net worth
    Full time

    Legal Search Solutions, Inc.

    Boca Raton, FL
    6 days ago
  • $50k - $63.16k

     ...Account Executive, Senior US-FL-Boca Raton Job ID: 34954 Type: Full-Time # of Openings...  ...a pro at picking up on customer needs, highly motivated to identify new opportunities...  .... - Relentlessly conduct in-person discovery meetings, presentations, and... 
    Full time
    Temporary work
    For contractors
    For subcontractor
    Casual work
    Work at office
    Local area
    Immediate start

    Canon U.S.A., Inc.

    Boca Raton, FL
    4 days ago
  •  ...estate, gift, generation-skipping transfer, and income tax planning matters. Design and implement wealth transfer strategies for high net worth individuals and families. Counsel clients on family office structures, fiduciary matters, and business succession planning.... 
    High net worth
    Private practice
    Work at office

    BCG Attorney Search

    Boca Raton, FL
    4 days ago
  • $97k - $152k

     ...Will DoYou will be responsible for winning net new business and expanding existing customer relationships across assigned retail accounts. The role combines complex solution...  ...identification, pre-sales planning, deal execution, post-sales installation planning, and follow... 
    Full time
    Remote work

    Johnson Controls

    Boca Raton, FL
    2 days ago
  •  ...DemandFactor is seeking a driven and results-oriented Account Executive to manage the full sales cycle and build strong, long-term client relationships...  ...to ensure smooth onboarding, campaign execution, and high customer satisfaction Monitor market trends, competitive... 
    Remote work
    Shift work

    Demand

    Boca Raton, FL
    10 hours ago
  •  ...About the job Account Manager Jobgenix is a privately owned Professional firm in South Florida serving clients nationwide...  ...an Account Manager. The Account Manager will handle existing personal lines business and convert a steady flow of warm Personal Lines leads... 
    Full time
    Immediate start

    Jobgenix

    Delray Beach, FL
    3 days ago
  • $60k - $75k

     ...Senior Account Executive – Specialty Finance (In-Office/Boca Raton)This is an Inside Sales PositionJoin a specialty finance leader providing...  ...This fully remote role offers the opportunity to work with a high-performing team focused on helping clients convert future payments... 
    Work at office
    Immediate start
    Remote work

    New Day Executive Search

    Boca Raton, FL
    10 hours ago
  • $135k - $165k

     ...BonusRequirements: 5-10+ years of public accounting + CPA Tax ManagerFIRM...  ...that works for you. We value high performance, but we don't...  ...owners, entrepreneurs, high-net-worth individuals, and growing companies...  ...help clients achieve their personal and business goals.Oversee... 
    High net worth
    Local area

    CyberCoders

    Boca Raton, FL
    1 day ago
  •  ...Advance your career with Brightway Insurance , one of the largest and fastest-growing independent personal lines insurance agencies in the U.S. We offer access to more markets...  ...in a fast-paced sales environment preferred. High school diploma required. Strong communication... 

    Brightway Insurance

    Boca Raton, FL
    4 days ago
  • $120k - $180k

     ...estates practice , representing ultra-high-net-worth individuals, families, and business owners...  ...strategies while delivering highly personalized client service. This is an excellent...  ...Work closely with financial advisors, accountants, and other professionals to coordinate... 
    High net worth
    Full time

    Stealth

    Boca Raton, FL
    2 days ago
  • $115k

     ...Qualifications ~ Bachelor's degree in Accounting or related field required; Master's in Taxation a plus...  ...specialization within a specific industry or service line (real estate, financial services, high net worth individuals, international tax) Strong client relationship... 
    High net worth
    Local area

    The Third Group

    Boca Raton, FL
    3 days ago
  •  ...We are seeking a polished, highly capable Executive Assistant to serve as the right...  ...directly with ultra-high-net-worth clients, and helping drive...  ...forward. For the right person, this position offers a clear...  ...Oversee client and business account management, keeping records... 
    High net worth
    Work at office

    Xapply

    Boca Raton, FL
    3 days ago
  •  ...the nation’s largest Registered Investment Advisory (RIA) firms, providing advisory services to a range of clients, including high-net-worth individuals, families, and institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment... 
    High net worth

    Beacon Pointe

    Boca Raton, FL
    3 days ago
  •  ...Description Job Description Licensed Insurance Agent – State Farm Agent Team...  ...an active Florida 2-20 General Lines, 4-40 Customer Representative, or 20-44 Personal Lines license and have...  ...Previous insurance sales, service, or account management experience. Strong... 
    Full time
    For contractors
    Work at office
    Monday to Friday

    statefarm insurance

    Boca Raton, FL
    14 days ago
  • $157.2k

     ...The Private Client team helps high-net-worth individuals and...  ...services, Forvis Mazars delivers personalized strategies aligned with each...  ...Advisory, and other firm service lines to deliver integrated solutions...  ...among the largest public accounting firms in the United States,... 
    High net worth
    Hourly pay
    Work at office
    Flexible hours

    Forvis Mazars US

    Boca Raton, FL
    5 days ago
  •  ...ideal candidate will have over 2 years of experience in wealth management or financial advisory services, comfortable working with high-net-worth clients. The responsibilities include serving as a primary client contact, assisting in onboarding, and maintaining accurate... 
    High net worth
    Work at office

    Ascendo Resources

    Boca Raton, FL
    3 days ago
  • $250k

     ...assets. Their services include retirement, investment, estate, insurance and tax planning. Responsibilities Transition Book...  ...our team and take your career to new heights by delivering exceptional investment solutions to high net worth clients. #J-18808-Ljbffr
    High net worth
    Work at office
    Flexible hours

    Darren Caddle

    Boca Raton, FL
    1 day ago
  •  ...site leadership position for a highly experienced tax professional...  ...estate entities, and high-net-worth individuals. The Director will...  ...Qualifications Bachelor's degree in Accounting, Finance, or a related field...  ...Work Location: In Person — Rochelle Park, NJ and Boca... 
    High net worth
    Full time
    Local area

    Botwinick & Company, LLC

    Boca Raton, FL
    4 days ago
  • $35k - $50k

     ...Job Description Our client is an Insurance Company specializing in the Auto industry...  ...two positions in house for Senior Account Executives. Duties are to service existing...  ...be required. Familiarity with  Personal and or Commercial Lines Auto policies needed. Marketing... 
    Hourly pay
    Work at office

    Questor Consultants, Inc.

    Boca Raton, FL
    a month ago
  • About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $28.5 billion in global revenue, its parent...
    For contractors
    For subcontractor
    Casual work
    Work at office
    Local area

    Canon U.S.A., Inc.

    Boca Raton, FL
    1 day ago
  • $55k - $56k

     ...ACCOUNT EXECUTIVE – B2B SALES Location: Boca Raton, FL | Fully Onsite Schedule: Monday–...  ...and desire to develop new business. • High-energy, competitive, and professional approach...  .... • Medical, dental, and vision insurance. • 401(k). • Performance-based base... 
    Monday to Friday
    Boca Raton, FL
    1 day ago
  •  ...Senior Account Executive Opportunity The Senior Account Executive is instrumental in driving...  ...Skills & Abilities: Experience in a high-velocity environment, with a preference...  ...possessing exemplary writing skills Personal Attributes & Other/Preferred: Highly... 
    Remote job
    Work at office
    Immediate start

    Office Depot

    Boca Raton, FL
    2 days ago
  • $55k

     ...Champion the customer experience by ensuring high levels of customer satisfaction and...  ...to new ideas. Be an active part of the Net Promoter System - a way of working that brings...  ...guidance and always-on tools, that are personalized to meet the needs of your reality to help... 
    Base plus commission
    Work experience placement
    Local area

    Comcast

    Deerfield Beach, FL
    6 days ago
  • $37.4k - $58k

     ...Relationship Account Executive Our Financial Services team serves as the trusted partner for...  ...responsibilities virtually as well as in-person at an assigned TU office location for a...  ...can also opt into a legal plan, pet insurance, and travel accident coverage. For Your... 
    Full time
    Work experience placement
    Work at office
    Flexible hours
    2 days per week

    TransUnion

    Boca Raton, FL
    4 days ago
  •  ...Account Executive Opportunity Approvely is the hidden engine...  ...believe that small, high-performance teams can...  ...while remote, but meet in person to strategize and...  ...a deal to the finish line. Self-Generated Growth...  ...Comprehensive health insurance to keep you at your best... 
    Remote work

    Approvely

    Boca Raton, FL
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Lines Insurance Account Executive, High-Net-Worth (x2). Be the first to apply!