Affluent Personal Lines Account Executive (hybrid, Palm Beach Gardens, FL)

NFP•Palm Beach Gardens, FL

7d•$65,000 - $110,000•Hybrid

About The Position

The Account Executive will service an existing private client book of business and 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. This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may have revenue goals and/or client retention targets. You should have experience servicing High Net Worth Personal Lines Clientele. This is a full-time role with the flexibility of a hybrid work schedule. This role requires at least 2 days a week from our Palm Beach Gardens, FL office. Working in the office is essential for fostering your network, interactions and facilitating career development and mentorship of support staff. Being in-office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success.

Requirements

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 leadership skills
Must be able to read, analyze and reconcile financial reports
Possess technical expertise plus good analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner.
Strong attention to detail, decision making skills and problem resolution.
Typically more than 5 years of industry and HNW Personal Lines experience.
Experience in working with HNW carriers including but not limited to Chubb, PURE, Private Client Select, Berkley One, Cincinnati and Vault.
P&C experience must include a recent tenure with a retail brokerage or independent insurance agency.
P&C Insurance License required

Nice To Haves

BA/BS preferred
Experience with EPIC preferred
CPRIA, PRMA or other P&C designation preferred.

Responsibilities

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 diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
May supervise or 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