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Virtus · 3 months ago

Account Executive - Private Client

Overland Park, KS

Full-time

Onsite

Senior Level

5+ years exp

Virtus is a next generation insurance consulting firm focused on middle market clients, seeking innovative individuals for their team. The Account Executive - Private Client role involves designing, implementing, and managing comprehensive personal insurance programs for high-net-worth individuals, while ensuring client risks are identified and optimized.

Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceProperty Insurance

Growth Opportunities

Responsibilities

Develop customized personal risk strategies, including homeowners, auto, umbrella, and specialty coverages (yacht, aviation, collectibles, family office, cyber)

Identify coverage gaps and recommend enhancements to safeguard client assets

Provide guidance on complex exposures, including multi-state and international placements

Serve as a trusted advisor and primary point of contact for Private Client relationships

Lead client onboarding, renewal discussions, and coverage reviews

Coordinate claims advocacy and ensure timely, efficient resolution with carriers

Maintain client retention rates at or above 95%

Partner with producers to drive new business and expand existing client relationships

Identify cross-sell opportunities (e.g., flood, excess liability, cyber, fine art)

Support new business development through proposals, presentations, and prospect meetings

Ensure compliance with workflows, documentation standards, and carrier requirements

Collaborate with Client Success team members to ensure accurate policy issuance, endorsements, and renewals

Contribute to practice development initiatives that improve efficiency, client satisfaction, and revenue growth

Qualification

Private Client InsuranceRisk ConsultingRelationship ManagementMicrosoft Office SuiteAgency Management SystemsCommunication SkillsOrganizational SkillsProject Management