Private Client Account Executive

Job description

**Position:** Private Client Account Executive **Department:** Personal Risk Management **Employment Status:** Full-Time, Remote Optional **Office Location:** 22 Vanderbilt New York, NY **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. 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. **Job Summary:** This role is a lead contact for our high net worth clients and their families and will involve building positive and impressive long-term relationships. Key responsibilities include communicating with and visiting with clients, family offices, wealth advisors and responding to their questions, proactively contacting them for necessary follow-ups. As a Private Client Account Executive, you will be responsible for a variety of client focused tasks and will be an integral part of a team who services our client accounts, ensuring customer satisfaction throughout the process. 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. **Key Responsibilities and Duties:** - Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs. - Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available. - Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete. - Determine strategic placement of new clients through analysis of current insurance program. - Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome. - Drive renewal process by analysis of client’s insurance program and marketplace opportunities. **Basic Responsibilities:** - Respond promptly to incoming calls, and e-mails - Comply with company policies, practices and procedures - Attend meetings and prepare follow-up as needed - Set goals, prioritize and execute duties of the position - Manage documents, files and electronic information in an organized, efficient and secure manner - Perform quality and quantity duties as expected for position - Complete company required training courses as assigned **Qualifications:** - Bachelor’s degree (B.A.) from four year college or university; or - Three years minimum related experience and/or training. - Property & Casualty license - Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select. - \* A “people person” with superior client service orientation and attention to detail. - Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) - Strong organizational skills with the ability to manage multiple tasks and priorities. - Adaptability to a changing environment - Excellent written and verbal communication skills. - Professional demeanor with a customer-focused attitude. - Ability to work independently in a fast-paced environment, as well as part of a team. New York pay range $90,000—$110,000 USD