Personal Lines High Net Worth Account Executive

Personal Lines High Net Worth Account Executive Property & Casualty Insurance IndustryNew York, NYAbout the RolePersonal Lines High Net Worth Account Executive is responsible for staying current on changes in clients lifestyle that impact their risk profile and coverages, conducting annual reviews of clients insurance program, negotiating with carriers on clients behalf, solutions to clients. Account Executive is also responsible for new business generation by obtaining referrals from existing clients and centers of influence and expanding relationships with current clients. Based on detailed market knowledge, and recommending appropriate coverages, limits, stewardship program and risk management. This position is critical to successfully support a book of business to our Ultra High Net Worth Clients.ResponsibilitiesPrepare and manage new business and renewal marketing 120 days prior to renewalAnalyze exposure dataRecommend appropriate coverage enhancements for High Net Worth clientsCoordinate quoting and renewals with carrier underwritersNegotiate terms when appropriateRemain informed on carrier appetite and product changesQualificationsNY Property & Casualty (P&C) License10+ years personal lines insurance experience; preferably working with HNW clienteleProficiency in Microsoft Office-Word & ExcelCollege Degree, preferredProfessional designations a plus, e.g. CPCU, CIC, etc.Previous experience with AMS 360 or similar system preferred Strong negotiation skillsExcellent communication skillsAbility to analyze data and make recommendationsExperience with High Net Worth clienteleFamiliarity with insurance market trends

Created: 2026-03-04