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High Net Worth (HNW) Personal Insurance Account Executive
We are seeking an experienced High Net Worth Personal Lines Account Executive to join our dedicated HNW team. This role supports an exclusively high-net-worth (HNW) and ultra-high-net-worth (UHNW) client base and is responsible for delivering full-service, white-glove account management from start to finish. This is an ideal opportunity for a seasoned professional who thrives in complex risk environments and values relationship-driven service over sales quotas.
**This is a 100% remote role for a licensed and seasoned Personal Lines Professional with significant experience in the VIP/Private Client Insurance space**
Key Responsibilities
- Provide comprehensive “soup-to-nuts” white-glove servicing for HNW and UHNW clients
- Manage a $3–4MM premium book of exclusively HNW accounts
- Handle complex personal risk portfolios including:
- Multiple residences including coastal properties
- Fine art collections
- Collectible and exotic vehicles
- Jewelry schedules
- Sports & entertainment clientele (athletes, celebrities)
- Coordinate renewals with internal support team
- Work collaboratively with a strong administrative and renewal documentation support team
- Maintain exceptional carrier relationships
Book of Business Details
- Total Book Size: $3–4MM premium
- Largest Account: ~$750K
- Average Account Size: $75K–$100K
Required Qualifications
- Active Property & Casualty (P&C) License
- 5+ years of High Net Worth personal lines experience
- Experience servicing complex, multi-property accounts
- Carrier experience with Chubb, Cincinnati, PURE, Berkley One, etc..
- Surplus Lines such as Lloyd’s of London, Vault, Burns & Wilcox, Amwins
- Applied EPIC experience is preferred
Compensation & Benefits
- Salary Range: $115,000 – $130,000 (flexible depending on experience)
- Strong bonus program
- 401(k) with company match
- Comprehensive benefits package including Medical, Dental, Vision, Life
- No travel required
JOB ID: 172087
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Rick Mohanty