Private Client Account Executive

The Jonus Group • New York, NY

7h • Remote

About The Position

A growing retail insurance brokerage is expanding its national private client practice, focusing on high-net-worth individuals and families. The brokerage is seeking a Property & Casualty-licensed Account Executive to deliver responsive service and support complex personal insurance accounts. Candidates with middle-market or standard personal-lines experience who are ready to develop into private client work are encouraged to apply.

The role manages day-to-day service for a portfolio of personal-lines clients and works with clients, producers, carriers, referral partners, and risk managers. Remote opportunities are available across the Northeast, with an immediate focus on New York. Candidates in Florida, California, Texas, and the Chicago area are also encouraged to apply; Pennsylvania arrangements may vary. The position offers an opportunity to develop private client expertise while helping build the brokerage’s national capabilities.

Requirements

• Active Property & Casualty insurance license.
• Experience in a retail insurance brokerage, preferably in personal lines.
• Strong client-service, communication, organization, and follow-through skills.
• Ability to manage multiple accounts and priorities with care and attention to detail.
• Collaborative mindset and interest in developing expertise in high-net-worth personal insurance.

Nice To Haves

• Experience with high-net-worth clients, family offices, or fine art coverage; this is a plus but not required.
• Middle-market or standard personal-lines experience, with readiness to grow into private client work.

Responsibilities

• Manage day-to-day service for a portfolio of personal-lines clients.
• Build strong relationships with clients, producers, carriers, and referral partners.
• Support renewals, policy changes, coverage reviews, and new-business submissions.
• Coordinate with carriers to obtain quotes, resolve service issues, and keep accounts moving.
• Help identify coverage gaps and bring client needs to the attention of appropriate team members.
• Partner with producers and risk managers to provide a consistent, high-quality client experience.
• Maintain accurate account records and follow brokerage procedures.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed