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Private Client Account Executive

$90k-110k/hr•Full-timeHybrid

location_onHybrid

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Job Description

About Us

Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking motivated and detail-oriented Private Client Account Executives to join our dynamic team.

About the Role

This role is essential in providing comprehensive support to clients, ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business.

As a Private Client Account Executive, you will be the Executive, you will serve as the lead contact for our high net worth clients and their families, high net worth clients and their families, building positive and impressive long-term relationships. This is an excellent opportunity for someone looking for a growth opportunity within the insurance industry while gaining valuable experience in a supportive and collaborative environment.

Work Environment

This is a full-time position with optional remote work capabilities.

Work location

Work model: Hybrid

Hybrid

Open in Google Maps(39.17770, -73.92900)

Key Responsibilities

  • check_circleNegotiate with underwriters to implement best possible insurance solutions
  • check_circleDiscuss claims with clients and manage the claims process until conclusion
  • check_circleManage the claims process until conclusion to ensure client satisfaction
  • check_circleObtain quotes and create proposals for comprehensive insurance programs
  • check_circleRespond promptly to incoming calls and emails from clients and advisors
  • check_circleManage documents, files, and electronic information in an organized and secure manner
  • check_circleAct as insurance advisor to clients and recommend suitable personal coverage solutions
  • check_circleDrive renewal process by analyzing client's insurance program and marketplace opportunities
  • check_circleDetermine strategic placement of new clients through analysis of current programs by analyzing existing insurance coverage

Requirements

  • verifiedBachelor's degree or 3+ years related experience
  • verifiedProperty & Casualty license
  • verifiedKnowledge of personal insurance products (Chubb, Berkley One, Pure, Cincinnati, Pure, Cincinnati, Private Client Select)
  • verifiedProficiency in Microsoft Office Suite

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Skills, education and keywords

Skills: microsoft office suite, word, excel, powerpoint, outlook, property & casualty license.

Education: Bachelor's degree or three years minimum related experience.

Frequently asked questions about Private Client Account Executive at Personal Risk Management Solutions

What does a Private Client Account Executive at Personal Risk Management Solutions do?expand_more
Day-to-day, the Private Client Account Executive at Personal Risk Management Solutions will negotiate with underwriters to implement best possible insurance solutions; discuss claims with clients and manage the claims process until conclusion; manage the claims process until conclusion to ensure client satisfaction; and obtain quotes and create proposals for comprehensive insurance programs.
What are the requirements for this Private Client Account Executive role?expand_more
To qualify for the Private Client Account Executive at Personal Risk Management Solutions position, applicants should have: Bachelor's degree or 3+ years related experience; Property & Casualty license; Knowledge of personal insurance products (Chubb, Berkley One, Pure, Cincinnati, Pure, Cincinnati, Private Client Select); and Proficiency in Microsoft Office Suite.
What is the salary range for Private Client Account Executive at Personal Risk Management Solutions?expand_more
The advertised salary range for Private Client Account Executive at Personal Risk Management Solutions is $90k-110k/hr.
Where is the Private Client Account Executive role at Personal Risk Management Solutions located?expand_more
Private Client Account Executive at Personal Risk Management Solutions is based in Hybrid. This is a hybrid role.
Is this Private Client Account Executive job remote, hybrid, or on-site?expand_more
Personal Risk Management Solutions has listed this Private Client Account Executive role as hybrid.
How much experience is required for this Private Client Account Executive role?expand_more
Candidates for Private Client Account Executive at Personal Risk Management Solutions should have mid level.
What skills do you need for the Private Client Account Executive role at Personal Risk Management Solutions?expand_more
Key skills for Private Client Account Executive at Personal Risk Management Solutions include microsoft office suite; word; excel; powerpoint; outlook; and property & casualty license.
What education is required for Private Client Account Executive at Personal Risk Management Solutions?expand_more
Educational requirements for this role: Bachelor's degree or three years minimum related experience.
What category does the Private Client Account Executive role belong to?expand_more
Private Client Account Executive at Personal Risk Management Solutions is part of the PR, Advertising & Marketing job category on Recrutus.