Ultra High Net Worth Account Executive

The Jonus Group•New York, NY

About The Position

Seeking an experienced Ultra-High-Net-Worth (UHNW) Personal Lines Account Executive to join a prestigious insurance brokerage. The role manages and services a sophisticated portfolio of affluent and ultra-affluent clients, delivering white-glove service and customized insurance solutions. The portfolio includes complex personal insurance accounts, including those generating $25,000 or more in annual revenue. This opportunity is suited to a seasoned professional who thrives in a relationship-driven environment and understands the expectations of an exclusive clientele. The Account Executive oversees client accounts and their full renewal and servicing needs, including coverage reviews, risk management recommendations, carrier negotiations, policy changes, claims advocacy, and client presentations. The role also develops relationships with clients, carriers, wealth advisors, family offices, and other professional partners. Compensation includes a competitive salary commensurate with experience and a comprehensive benefits package, including health, dental, and vision insurance, paid time off and holidays, and professional development opportunities.

Requirements

At least 7 years of Personal Lines insurance experience, with a strong focus on high-net-worth and ultra-high-net-worth clientele.
Proven experience managing individual client accounts generating at least $25,000 in annual agency revenue.
Strong knowledge of luxury residential properties, high-value automobiles, umbrella/excess liability, fine art, jewelry, and other specialized personal insurance exposures.
Experience working with premier Private Client insurance carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Berkley One, and Vault.
Familiarity with the New York City and Tri-State high-net-worth insurance marketplace.
Experience servicing sophisticated clients with multiple properties, substantial assets, and complex coverage requirements.
Excellent communication, relationship management, organizational, and problem-solving skills.
Ability to independently manage a portfolio while delivering exceptional client service.
Active Property & Casualty insurance license.

Responsibilities

Manage and service a portfolio of high-net-worth and ultra-high-net-worth personal insurance accounts, including accounts generating $25,000 or more in annual revenue.
Serve as the primary client contact, providing white-glove service and personalized insurance solutions.
Oversee complex personal insurance portfolios involving luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles.
Conduct comprehensive coverage reviews, identify potential protection gaps, and recommend risk management strategies.
Manage the full renewal process, including coverage analysis, remarketing, carrier negotiations, and client presentations.
Build and maintain relationships with clients, carrier underwriters, wealth advisors, family offices, and other professional partners.
Negotiate with high-net-worth insurance carriers to secure competitive pricing, comprehensive coverage, and favorable policy terms.
Coordinate policy endorsements, coverage changes, new business submissions, and complex account servicing needs.
Advocate for clients on claims and coordinate with carriers to support a seamless client experience.
Identify opportunities to enhance coverage, strengthen client relationships, and improve account retention.
Maintain accurate client documentation and account records in the agency management system.