Private Client Account Executive

<p>&nbsp;</p> <p><strong>Position:</strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Private Client Account Executive</p> <p><strong>Department:</strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Personal Risk Management</p> <p><strong>Employment Status:</strong>&nbsp; &nbsp; &nbsp; Full-Time, Remote Optional</p> <p><strong>Office Location:</strong>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;22 Vanderbilt New York, NY</p> <p>&nbsp;</p> <p><strong>About Us:</strong></p> <p>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.</p> <p><strong>Job Summary:</strong></p> <p>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. &nbsp;&nbsp;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.&nbsp; 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.&nbsp; 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.</p> <p><strong>Key Responsibilities and Duties:</strong></p> <ul> <li>Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs.&nbsp;</li> <li>Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available.</li> <li>Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete.&nbsp;</li> <li>Determine strategic placement of new clients through analysis of current insurance program.</li> <li>Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome.</li> <li>Drive renewal process by analysis of client’s insurance program and marketplace opportunities.&nbsp;</li> </ul> <p><strong>Basic Responsibilities:</strong></p> <ul> <li>Respond promptly to incoming calls, and e-mails</li> <li>Comply with company policies, practices and procedures</li> <li>Attend meetings and prepare follow-up as needed</li> <li>Set goals, prioritize and execute duties of the position</li> <li>Manage documents, files and electronic information in an organized, efficient and secure manner</li> <li>Perform quality and quantity duties as expected for position</li> <li>Complete company required training courses as assigned</li> </ul> <p><strong>Qualifications:</strong></p> <ul> <li>Bachelor’s degree (B.A.) from four year college or university; or</li> <li>Three years minimum related experience and/or training.</li> <li>Property &amp; Casualty license</li> <li>Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select.</li> <li>* A “people person” with superior client service orientation and attention to detail.</li> <li>Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)</li> <li>Strong organizational skills with the ability to manage multiple tasks and priorities.</li> <li>Adaptability to a changing environment</li> <li>Excellent written and verbal communication skills.</li> <li>Professional demeanor with a customer-focused attitude.</li> <li>Ability to work independently in a fast-paced environment, as well as part of a team.</li> </ul> <p>&nbsp;</p><div class="content-pay-transparency"><div class="pay-input"><div class="title">New York pay range</div><div class="pay-range"><span>$90,000</span><span class="divider">&mdash;</span><span>$110,000 USD</span></div></div></div>