Private Client Account Executive - Remote

Private Client Account Executive

Seeking a highly skilled and experienced Private Client Account Executive to join a growing, mid-sized agency. This role is ideal for a professional with a strong background in managing high-net-worth (HNW) private client accounts, exceptional organizational skills, and a passion for delivering high-touch client service. The successful candidate will work in a dynamic and collaborative environment, leveraging cutting-edge technology to manage complex accounts and provide tailored insurance solutions.

This position offers the flexibility of remote work in select states and the opportunity to be part of a top-rated agency known for its commitment to excellence and employee satisfaction.

• Salary Range
  : $85,000 - $98,000 annually
• Benefits
  :
  Comprehensive benefits package, including health insurance
• Remote Work
  :
  Available in the following states: CO, DC, FL, GA, IL, MD, NC, PA, RI, TX, VA, WV
• Travel
  :
  No travel required

• Manage complex HNW private client accounts, ensuring exceptional service and attention to detail
• Handle renewals, coverage reviews, and carrier relationships with precision and professionalism
• Provide high-touch client service, addressing client needs promptly and effectively
• Quote new and renewal business, ensuring competitive and comprehensive coverage options
• Utilize and adapt to multiple systems, including agency management platforms (EPIC) and CRM tools
• Maintain strong organizational skills to work efficiently in a remote or hybrid environment

• Licensure
  :
  Active Property & Casualty (P&C) license required
• Experience
  :
  Minimum of 5 years of experience managing HNW private client accounts
• Technical Skills
  :
  Highly tech-savvy, with the ability to learn and adapt to new technology quickly
• Software Proficiency
  :
  Experience with EPIC or similar agency management platforms preferred
• Work Environment
  :
  Ability to work effectively in a remote or hybrid setting
• Attributes
  :
  Strong organizational skills, attention to detail, and a client-focused mindset

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