High-Net-Worth Account Executive

Deliver outstanding service to high-net-worth clients as a Personal Lines Account Executive. Focus on business growth and superior client experiences in the insurance lifecycle.

This position focuses on driving new business in the Private Client sector. You'll build and nurture key referral networks while managing a diverse portfolio of client accounts. A strong proactive sales approach and technical proficiency in personal insurance solutions are critical for this role’s success.

Key Responsibilities:
• Drive client acquisition through networking and referrals
• Manage the sales pipeline to achieve production goals
• Present and customize insurance options for clients
• Educate clients on coverage gaps and solutions
• Collaborate with stakeholders to implement coverage programs

Requirements:
• At least 5 years in personal lines insurance
• Level 2 General Insurance license required
• Strong technica...