Senior High Net Worth Account Executive

The Jonus Group•New York, NY

3d•$115,000 - $130,000

About The Position

A leading independent insurance agency is seeking a highly motivated and experienced professional to join the High Net Worth (HNW) Personal Lines team. The Senior Account Executive will be responsible for managing all aspects of daily client service, renewals, and re-marketing across P&C personal insurance lines. This role offers the opportunity to work with sophisticated clients in an autonomous and supportive environment.

Requirements

10+ years of personal lines experience, with a focus on HNW client and account management
Experience with carriers specializing in HNW clients (e.g., Chubb, Cincinnati, AIG, PURE, etc.)
Expertise across multiple coverage types, including Auto, Home, Umbrella, Flood, Boat & Yacht, and Family Office
Holds an active P&C (Property and Casualty) insurance license
Proficiency with agency management software and standard office applications
Strong communication, organizational, and leadership skills
Ability to thrive in a team-oriented environment and manage responsibilities independently

Responsibilities

Manage day-to-day client service, including policy changes, binders, certificates, ID cards, and billing inquiries
Provide claims counseling and assistance during the settlement process
Assist with applications, risk profile assessments, and renewal questionnaires
Review policy terms and limits to ensure adequacy for client needs and risk profile
Re-market renewals when necessary, negotiating terms with incumbent and alternative carriers
Prepare and present detailed renewal reviews to clients
Implement new and renewal programs, ensuring clients receive comprehensive coverage documentation
Identify opportunities to cross-sell, upgrade, or enhance existing coverage