About the Role
- You’re a senior member of a large insurance agency’s personal lines division. Your focus will be high net worth clients with unique risk profiles including multiple homes, recreational vehicles, yachts, etc.
- The team dynamic is close knit, super professional, and ‘all hands on deck’. Everyone has the chance to play a part in interacting with clients, handling marketing, getting involved in the sales process and so on.
- Client Management-Customer Service is your top priority.
To Be Considered for The Personal Lines Account Executive- Private Client Group Role:
- Experience in High Net Worth personal lines insurance is required.
- Minimum five (5) years of retail agency client service experience in a similar account manager or client executive role.
- Knowledge of the quoting/rating process as well as insurance policies, coverage, and exclusions with carriers that write Private Client Group personal lines insurance.