Note: The job is a remote job and is open to candidates in USA. Wealthspire, part of NFP, is a recognized leader in providing custom solutions for risk and wealth management. They are seeking an Affluent Personal Lines Account Executive to maintain client relationships, prepare applications, and manage renewals while supporting a team lead. This role focuses on servicing high-net-worth clients rather than sales and offers growth opportunities within the organization.

Responsibilities

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
• Support the team by preparing and delivering annual account reviews - including document formatting, coverage recommendations, important discussion points, remarketing, presenting to clients & COIs, quoting, etc
• Works with the Claims Department on relevant claims for assigned clients
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims
• Maintains a (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
• May direct the daily job activities of the Coordinators and Account Managers
• Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues

Skills

• P&C license required upon hire
• Personal Lines with High-Net-Worth Account/Client Management experience
• Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial. This includes knowledge of their products, appetite and experience with their quoting systems
• Demonstrated experience with the annual account review process as well as independent account servicing
• Comprehensive experience with the metropolitan New York area markets, highly preferred
• Strong verbal and written communication skills
• Highly professional and self-motivated
• Strong verbal and written communication skills as well as excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers
• Proficiency in Outlook, Word, and Excel required
• Must currently hold an active Property and Casualty insurance license
• A bachelor's degree preferred. HS Diploma or GED is required with additional learning/certifications
• At least 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage
• In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
• Experience with an agency management system/CRM is required. Fluency with Epic is a plus

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives

Company Overview