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 #LI-JN4 Required Experience: IC