Ultra High Net Worth Account Executive

• Ultra-High-Net-Worth Personal Lines Account Executive
• Compensation Package
• Competitive Salary: No upper limit for the right candidate.
• Opportunities for professional growth and development within a highly respected organization.
• Manage and service a portfolio of high-net-worth and ultra-high-net-worth personal insurance accounts.
• Handle sophisticated client accounts, including those generating $25,000+ in annual revenue per account .
• Serve as the primary point of contact for clients, delivering exceptional white-glove service and personalized insurance solutions.
• Oversee complex personal insurance portfolios, including luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles.
• Conduct comprehensive coverage reviews, identify potential gaps, and recommend appropriate risk management strategies.
• Manage the full renewal process, including coverage analysis, remarketing, carrier negotiations, and client presentations.
• Develop and maintain strong relationships with clients, carrier underwriters, wealth advisors, family offices, and other professional partners.
• Negotiate with leading high-net-worth insurance carriers to secure competitive pricing, comprehensive coverage, and favorable policy terms.
• Coordinate policy endorsements, coverage changes, new business submissions, and complex account servicing needs.
• Provide claims advocacy and coordinate with carriers to ensure a seamless client experience.
• Proactively identify opportunities to enhance coverage, strengthen client relationships, and improve account retention.
• Maintain accurate client documentation and account records within the agency management system.
• Qualifications/Requirements
• 7+ years of Personal Lines insurance experience , with a strong focus on high-net-worth and ultra-high-net-worth clientele.
• Proven experience managing individual client accounts generating at least $25,000 in annual agency revenue .
• Strong knowledge of luxury residential properties, high-value automobiles, umbrella/excess liability, fine art, jewelry, and other specialized personal insurance exposures.
• Experience working with premier Private Client insurance carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Berkley One, and Vault.
• Familiarity with the New York City and Tri-State high-net-worth insurance marketplace.
• Experience servicing sophisticated clients with multiple properties, substantial assets, and complex coverage requirements.
• Excellent communication, relationship management, organizational, and problem-solving skills.

None flagged.