Private Client Account Executive

Job Description

Private Client Account Executive

Job Summary

Seeking a highly skilled and experienced Private Client Account Executive to join a growing mid-sized agency. This role is ideal for a professional with a strong background in managing high-net-worth (HNW) private client accounts exceptional organizational skills and a passion for delivering high-touch client service. The successful candidate will work in a dynamic and collaborative environment leveraging cutting-edge technology to manage complex accounts and provide tailored insurance solutions.

This position offers the flexibility of remote work in select states and the opportunity to be part of a top-rated agency known for its commitment to excellence and employee satisfaction.

Compensation Package

• Salary Range : $85000 - $98000 annually
• Benefits : Comprehensive benefits package including health insurance
• Remote Work : Available in the following states: CO DC FL GA IL MD NC PA RI TX VA WV
• Travel : No travel required

Responsibilities

• Manage complex HNW private client accounts ensuring exceptional service and attention to detail
• Handle renewals coverage reviews and carrier relationships with precision and professionalism
• Provide high-touch client service addressing client needs promptly and effectively
• Quote new and renewal business ensuring competitive and comprehensive coverage options
• Utilize and adapt to multiple systems including agency management platforms (EPIC) and CRM tools
• Maintain strong organizational skills to work efficiently in a remote or hybrid environment

Qualifications/Requirements

• Licensure : Active Property & Casualty (P&C) license required
• Experience : Minimum of 5 years of experience managing HNW private client accounts
• Technical Skills : Highly tech-savvy with the ability to learn and adapt to new technology quickly
• Software Proficiency : Experience with EPIC or similar agency management platforms preferred
• Work Environment : Ability to work effectively in a remote or hybrid setting
• Attributes : Strong organizational skills attention to detail and a client-focused mindset

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Required Experience:

IC