Ultra High Net Worth Account Executive

The Jonus Group•Palm Beach, FL

About The Position

We are seeking a seasoned Ultra-High-Net-Worth Personal Lines Account Executive to join a prestigious insurance brokerage. This 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 accounts generating $25,000 or more in annual agency revenue per account. The position suits a professional who thrives in a relationship-driven environment and understands the expectations of an exclusive clientele. The role oversees specialized personal insurance exposures such as luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles. The Account Executive serves as the primary client contact and manages renewals, coverage reviews, carrier negotiations, account servicing, and claims advocacy while building relationships with clients and professional partners. The compensation package offers a competitive salary with no upper limit for the right candidate, comprehensive benefits including health insurance, and opportunities for professional growth and development within a highly respected organization.

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.
Handle sophisticated client accounts, including accounts generating $25,000 or more in annual revenue per account.
Serve as the primary point of contact for clients, providing white-glove service and personalized insurance solutions.
Oversee complex personal insurance portfolios, including luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles.
Conduct comprehensive coverage reviews, identify potential 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.
Provide claims advocacy 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 within the agency management system.