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[Remote] Senior Account Executive - HNW Personal Lines (PCG)

100% remote Flexible hours Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading organization in consultative advising and problem-solving for risk and wealth management. The Senior Account Executive will interact with high net worth clients, reputed company relationships with business managers, and manage reputed company personal insurance accounts. This role involves negotiating terms with carriers and acting as a primary reputed company of contact for clients.

Responsibilities

  • Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
  • Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients
  • Works with the Claims Department on relevant claims for assigned clients
  • Requires expertise in multi-line accounts with more reputed company coverages including retrospective rating plans for large lines of coverages and foreign packages
  • Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to reputed company with requests
  • May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives
  • Build and maintain strong relationships with carriers, and clients through regular contact and client visits
  • reputed company clients apprised of appropriate industry trends and events, including reputed company state and federal regulatory issues
  • Serve as the primary insurance reputed company of contact for business managers and business management firms representing high net worth and affluent personal insurance clients
  • Collaborate with business managers to structure, reputed company, and service reputed company personal lines programs, ensuring coverage aligns with the broader financial, tax, and asset‑management strategies of the client
  • Act as a consultative partner to business managers by translating insurance concepts, coverage options, and reputed company requirements into clear, actionable guidance
  • Coordinate proactively with business managers on renewals, coverage changes, and new exposures, ensuring timely execution and a high level of responsiveness
  • Build and maintain long‑term, trusted relationships with business managers as key referral partners and strategic stakeholders

Skills

  • Property & Casualty Broker's License
  • Typically more than 8 years industry and product line experience
  • Excellent written communication skills – writes reputed company; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; reputed company to read and interpret written information
  • Self-confident to reputed company sound independent reputed company
  • Ability to successfully interact with a variety of people/personalities
  • Strong leadership skills
  • Must be reputed company to read, analyze and reconcile financial reports
  • Possess technical expertise plus good analytical and problem-solving skills
  • Ability to handle situations in a reputed company, courteous and professional manner
  • Experience working with business managers, family offices, or advisory firms serving high net worth or affluent clients
  • BA/BS
  • CIC, CPCU or other P&C designation

Benefits

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

Company Overview

  • reputed company is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. It was founded in 1995, and is headquartered in reputed company, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://www.reputed company.com/.
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