About the role
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
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