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

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

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

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

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!

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

Responsibilities:

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

Education and Qualifications:

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

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.

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.

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:

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Lines Insurance Account Executive, High-Net-Worth (x2) in West Palm Beach, FL vacancy
  •  ...Description Job Description Account Executive  Patriot Growth Insurance Services | West Palm Beach,...  ...clients while providing a high level of personalized service to clients with complex...  ...with yacht, marine, personal lines or high-net-worth insurance strongly preferred.... 
    High net worth
    Full time
    Temporary work
    Local area

    Patriot Growth Insurance Services, LLC

    West Palm Beach, FL
    a month ago
  • $150k - $210k

     ...largest and fastest growing accounting and advisory firms in the industry...  ...: As the largest service line within the firm, EisnerAmper...  ...for employees to grow, both personally and professionally. With a...  ...companies, as well as high net worth individuals, family offices,... 
    High net worth
    Full time
    Fixed term contract
    Local area

    EisnerAmper

    West Palm Beach, FL
    8 hours ago
  •  ...Overview A leading public accounting firm is seeking a Tax Senior Manager to help lead...  ...Beach office. This role will focus on high-net-worth individuals, private client tax, and private...  ..., technical tax expertise, and the executive presence needed to manage client relationships... 
    High net worth
    Full time
    Work at office

    Madison-Davis, LLC

    West Palm Beach, FL
    1 day ago
  •  ...tax planning and compliance services to high net worth and private equity clients Assisting...  ...~ MS in Taxation preferred ~ Public accounting experience required ~ Strong team player...  ...to deal with clients and possess “executive presence” ~ Strong computer skills, with... 
    High net worth
    Work at office

    Ascendo Resources

    West Palm Beach, FL
    3 days ago
  •  ...Associates, Inc, an Allstate Insurance Agency. Our mission is simple...  ...passionate, competitive, and high-performing team that thrives on collaboration, accountability, and results. Our people-first...  ...& Casualty (P&C) License or Personal Lines License (preferred) #J-18808-... 
    Suggested
    Flexible hours

    The Juris Agency

    West Palm Beach, FL
    3 days ago
  •  ...Senior Personal Banker / Banking Operations Specialist (Contract-to-Hire) Location: Palm...  ...Specialist to provide client service, account servicing, and operational support within...  ...practices. Experience supporting high-net-worth, private banking, or wealth management... 
    High net worth
    Permanent employment
    Contract work
    Bank staff

    The Judge Group

    Palm Beach, FL
    2 days ago
  •  ...largest and fastest growing accounting and advisory firms in the industryYou...  ...TeamAs the largest service line within the firm, EisnerAmper...  ...for employees to grow, both personally and professionally. With a...  ...companies, as well as high net worth individuals, family offices,... 
    High net worth
    Full time
    Work experience placement
    Private practice
    Local area
    Remote work

    EisnerAmper

    West Palm Beach, FL
    4 days ago
  •  ...management and financial planning services. The firm serves high-net-worth families, individuals, businesses, trusts, and charitable entities...  ...450 million of assets under management, the team focuses on personalized service and current, in-depth financial expertise to address... 
    High net worth
    Full time

    Castle Wealth Management

    West Palm Beach, FL
    4 days ago
  •  ...largest and fastest growing accounting and advisory firms in...  ...economics Highly proactive approach to...  ...As the largest service line within the firm, EisnerAmper...  ...to grow, both personally and professionally. With...  ...companies, as well as high net worth individuals, family... 
    High net worth
    Work experience placement
    Private practice
    Local area

    EisnerAmper

    West Palm Beach, FL
    2 days ago
  •  ...maintaining exceptional service standards. The position offers flexibility in office location with the option to work fully remote, and requires senior-level tax experience, including compliance for ultra-high net worth individuals and families. #J-18808-Ljbffr Eisneramper
    High net worth
    Remote job
    Work at office

    Eisneramper

    West Palm Beach, FL
    6 days ago
  •  ...TerritoryOne of the world's most celebrated ultra-luxury yacht lines is looking for a Sales Director for the Southeast territory....  ...Southeast is a significant advantageExperience selling to ultra-high-net-worth individuals or working with luxury travel advisorsProven... 
    High net worth
    Remote work

    Prime Headhunting and Recruiting, Inc.

    West Palm Beach, FL
    1 day ago
  •  ...largest and fastest growing accounting and advisory firms in the industryYou...  ...closely held businesses and high net worth individuals with the...  ...and fastest-growing service lines at our firm, we try to make...  ...their unique operational and personal dynamics.  About EisnerAmper... 
    High net worth
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    3 days per week

    EisnerAmper

    West Palm Beach, FL
    4 days ago
  •  ...largest and fastest growing accounting and advisory firms in the industry...  ...functions for ultra-high net worth individuals and their families...  ...and fastest-growing service lines at our firm, we try to make...  ...their unique operational and personal dynamics.   About EisnerAmper... 
    High net worth
    Full time
    Temporary work
    Private practice
    Work at office
    Local area
    Remote work

    EisnerAmper

    West Palm Beach, FL
    2 days ago
  •  ...about building and maintaining high-net-worth client relationships across...  ...with partners across various lines of business within JPMorgan Chase...  ..., regularly conducting in-person calls with prospects and...  ...lending needs FEDERAL DEPOSIT INSURANCE ACT:This position is subject... 
    High net worth
    Temporary work
    Work at office
    Local area
    Immediate start

    JP Morgan Chase

    Palm Beach, FL
    3 days ago
  • $96k - $181k

     ...experience to Key Private Bank (KPB) high net worth clients and prospects. The...  ...i.e., portfolio management, executive compensation and business...  ....Partner with Fiduciary, Insurance, Investment teammates to...  ...Experience working with CRM tools.Personal SkillsCollaborationCritical... 
    High net worth
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Night shift

    KeyBank

    West Palm Beach, FL
    3 days ago
  •  ...our firm. Offering a high touch approach, we have...  ...experience serving high net-worth individuals, their...  ...family offices, C-Suite executives, athletes, entertainers...  ...retirement, and life insurance planning.A Tax Experienced...  ...:Bachelor’s degree in Accounting, Finance, Economics,... 
    High net worth
    Private practice
    Work at office

    BDO International

    West Palm Beach, FL
    3 days ago
  •  ...experience in sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in...  ...Beach. Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration,... 
    High net worth
    Private practice
    Work at office
    Remote work
    2 days per week

    Direct Counsel

    West Palm Beach, FL
    a month ago
  •  ...compliance and planning engagements for high net worth individuals, families, and their...  ..., and staffing across the HNWI service line Respond to IRS and state tax notices...  ...Qualifications ~ Bachelor's degree in Accounting required; Master's in Taxation or LLM in... 
    High net worth
    Private practice
    Work at office

    The Third Group

    West Palm Beach, FL
    a month ago
  • $75k - $85k

     ...sustainable growth. What You’ll Do As a Business Development Executive (BDE)/Account Executive, you will drive new business growth by building...  ...complex advisory and consulting engagements. This is a high-impact, hunter-oriented role ideal for individuals with... 
    Full time
    Work at office
    Local area

    Leyton

    West Palm Beach, FL
    5 hours ago
  • $75k

     ...Account Executive Base Salary: $75,000 + Uncapped Commission 1st Year OTE $150k and higher...  ...Vehicle Provided + 100% company-paid health insurance** Build Relationships. Win New...  ...residential construction industry ~ High-autonomy territory management ~ Direct... 
    Full time
    Local area

    Sales Xceleration Recruiting

    Lake Park, FL
    4 days ago
  • $70k

     ...way.   We’re Looking For: A Key Account Executive with experience in outside sales...  ...expansion. You will also act as the personal liaison for clients within a dedicated...  ...disability, long-term disability, life insurance, and AD&D (US) Robust Employee Assistance... 
    Temporary work
    Work at office
    Immediate start
    Remote work
    Flexible hours
    Shift work

    OPENLANE

    West Palm Beach, FL
    8 hours ago
  •  ...team at J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth...  .... based clients and their advisors the personalized service of a dedicated wealth management...  ...policyPartner with functional groups across the line of business on process improvement and... 
    High net worth
    Work at office
    Local area

    JP Morgan Chase

    West Palm Beach, FL
    3 days ago
  •  ...partners with every client to personalize solutions that lead to...  ...attracting new revenue from high-net-worth individuals, families, and...  ...influence (e.g., attorneys, accountants, consultants) in target markets...  ...Help organize and execute events for clients and prospects... 
    High net worth
    Work at office
    3 days per week

    Glenmede Trust Company

    West Palm Beach, FL
    3 days ago
  •  ...High Net Worth Account Manager Our not-so-secret sauce. Award-winning, inclusive, Top Workplace...  ...Agency (MMA) provides business insurance, employee health & benefits, retirement...  ...across North America, we combine the personalized service model of a local consultant with... 
    High net worth
    Work at office
    Local area
    Flexible hours
    Night shift

    Oliver Wyman, LLC

    Palm Beach Gardens, FL
    1 day ago
  •  ...Account Executive, Home Healthcare Sales Full Time | Palm Beach County, FL Trilogy Home Healthcare...  ...$0 copay), Dental, Vision, and Life Insurance 401k with company matching Paid Time Off...  ...Employee Referral Program What You\'ll Bring: High School Diploma, some college preferred.... 
    Full time
    Flexible hours
    Afternoon shift

    Trilogy Home Healthcare

    West Palm Beach, FL
    8 hours ago
  •  ...position translates approved marketing strategies into detailed execution plans, coordinating timelines, deliverables, approvals, and...  ...activity to identify opportunities for optimization, contribute to account growth, and strengthen long-term client success while... 
    Work at office
    Local area

    Moroch

    West Palm Beach, FL
    4 days ago
  •  ...Experienced Account ExecutiveWPBF-TV 25, the ABC affiliate in West Palm Beach, FL is looking for an Experienced Account Executive. As an Account Executive, you will report to the Local Sales Manager and sell advertising to local businesses and negotiate buys with ad agencies... 
    Local area
    Flexible hours

    First Databank

    West Palm Beach, FL
    3 days ago
  • $139.7k - $232.9k

    Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention...  ..., including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segmentProven track record of... 
    High net worth
    Full time
    Temporary work
    Work experience placement

    M&T Bank

    Palm Beach, FL
    4 days ago
  • $215k

     ...Firm-Wide Billable Requirement – Focus on delivering high-quality work and strong client outcomes without a rigid...  ..., controversial and media-sensitive disputes involving executives, businesses and high-net-worth individuals. Balanced Plaintiff and Defense Practice... 
    High net worth
    Full time
    Work at office

    We Are Legal Revolution

    West Palm Beach, FL
    1 hour ago
  •  ...travel plans Be expected to exercise a high level of discretion in connection with...  ...have 3+ years of administrative or executive support experience in a corporate or professional...  ...Private Wealth Management advises high-net-worth clients on planning for-and living with-... 
    High net worth
    Work at office
    Worldwide
    Flexible hours

    AllianceBernstein Holding L.P.

    West Palm Beach, FL
    4 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!