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Job details

This Jobot Job is hosted by Dana Stark

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary $80,000 - $110,000 per year

A Bit About Us

We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.



Why join us?


Benefits

401(k)

401(k) matching

Dental insurance

Disability insurance

Flexible schedule

Health insurance

Life insurance

Paid time off

Parental leave

Tuition reimbursement

Vision insurance

Job Details

Job Title HNW Personal Lines Account Executive

Location San Diego, Oregon, WA, AZ, NV, UT, or CO.

The High-Net-Worth (HNW) Personal Lines Account Executive is responsible for managing and servicing a portfolio of affluent and ultra-high-net-worth clients. This role focuses on delivering white-glove service, crafting tailored insurance solutions, and maintaining strong client relationships. The Account Executive collaborates with internal teams and carrier partners to ensure exceptional client satisfaction and risk management.

Key Responsibilities

Serve as the primary point of contact for assigned HNW clients, managing day-to-day service requests, renewals, and policy changes.

Design and present customized personal insurance programs, including coverage for high-value homes, collections, autos, yachts, aircraft, umbrella/excess liability, and more.

Conduct risk assessments and collaborate with risk advisors or carrier partners for property inspections and appraisals.

Maintain up-to-date knowledge of market trends, products, and underwriting guidelines specific to the HNW space.

Negotiate coverage and pricing with carriers and underwriters to secure competitive and comprehensive solutions.

Process endorsements, cancellations, new business, and renewals accurately and efficiently within agency systems.

Maintain detailed and organized records in agency management systems (e.g., EPIC, Applied, AMS360).

Ensure compliance with industry regulations and agency procedures.

Build and retain strong relationships with clients through proactive communication, education, and high-touch service.

Identify cross-sell and up-sell opportunities within the existing book of business.

Qualifications

Minimum 3–5 years of experience in personal lines insurance, with a strong background in HNW or Private Client Services.

Valid Property & Casualty Insurance License required.

Familiarity with HNW carriers such as Chubb, PURE, AIG Private Client, Nationwide Private Client, Cincinnati, etc.

Experience With Agency Management Systems (EPIC Preferred).

Strong interpersonal and communication skills, both written and verbal.

High attention to detail, organizational ability, and client-first mindset.

Discretion and professionalism in handling confidential and sensitive client matters.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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