High Net Worth Account Executive
The Jonus Group
High Net Worth Account Executive One of our Agency focus's is on High Net Worth (HNW) Personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. The Account Executive position entails handling all aspects of daily service responsibilities as well as client renewals and re-marketing within all Personal and High Net Worth lines insurance. Essential Functions Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc. Address client questions regarding premiums and billing statements Provide claims counseling and assistance during claim settlement process Assist client with completion of applications, risk profile assessments and renewal questionnaires Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile Re-market client policy renewals as needed given client need and/or current market conditions Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums Prepare re-marketing results and provide a detailed renewal review to discuss with the client Implement new/renewal program and provide client with detailed evidence of coverage Cross-sell/upgrade existing coverage and/or present additional coverages as needed Competencies & Qualifications 10+ years personal lines experience with a background in HNW client/account management services. HNW experience with the following carriers: Chubb, Cincinnati, Berkeley, Travelers, AIG, PURE HNW experience with the following required: Auto, Home, Umbrella, Flood, Family Office, Boat & Yacht Proper insurance licenses Experience with AMS 360, Excel, Word and general computer skills Strong communication skills, work well in a team oriented environment and under pressure Good leadership, analytical and organizational skills #J-18808-Ljbffr The Jonus Group
Vacancy posted 4 days ago
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