Account Executive, Private Client Group (hybrid, Palm Beach Gardens, FL)

National Financial Partners • Telecommuter, FL

136d • $65,000 - $90,000 • Hybrid

About The Position

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. You will take on the role of lead consultant and primary point of contact for assigned clients and you may support the Account Management team where needed. The Account Executive will have client retention targets. You should have experience servicing clients within Personal Risk/Private Client Business. This is a full-time role with the flexibility of a hybrid work schedule. This role requires at least 2-3 days a week from our Palm Bach Gardens, FL office.

Requirements

• Ability to work a weekly hybrid schedule from our Palm Beach Gardens, FL office.
• Knowledge of all areas of Personal/Personal Risk coverage is required.
• Florida market experience is highly preferred.
• Experience with EPIC or similar client management system.
• Possess technical expertise plus good analytical and problem-solving skills.
• Ability to handle situations in a calm, courteous and professional manner.
• Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of people/personalities.
• Strong client-leadership skills.
• Strong attention to detail, decision-making skills and problem resolution.

Nice To Haves

• BA/BS preferred.
• More than 5 years industry and Personal Lines/Personal Risk/High net worth experience preferred.
• Experience working with private client insurance carriers preferred.

Responsibilities

• Ability to work independently and anticipate client and team needs.
• Strong Microsoft Excel and PowerPoint skills. Must be able run reports, prepare presentations and standard business correspondence.
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Works with the Claims Department on relevant claims for assigned clients.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
• May direct the daily job activities of the Coordinators and Account Managers.
• Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Performance-based incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees