World Insurance Associates · 3 months ago
Sales Executive - Personal Lines / High Net Worth
Rochester Hills, MI
Full-time
Onsite
Mid, Senior LevelWorld Insurance Associates is a rapidly growing financial services organization that specializes in personal and commercial insurance. They are seeking a Personal Lines Private Client Advisor to identify and manage relationships with high-net-worth individuals, providing tailored insurance solutions and comprehensive risk management strategies.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Identify, prospect, and develop new business opportunities within the high-net-worth and private client space
Cultivate and maintain relationships with affluent individuals, family offices, wealth managers, and centers of influence
Provide expert guidance on complex personal insurance needs, including homeowners, auto, collections, umbrella liability, watercraft, aviation, and other specialized policies
Utilize World’s broad platform to offer a holistic approach to risk management, integrating solutions across personal lines, commercial lines, employee benefits, and financial services
Deliver a high-touch client experience, ensuring proactive policy reviews, personalized coverage recommendations, and ongoing risk assessments
Collaborate with World’s Private Client team and carrier partners to design tailored insurance programs
Track all sales activities in HubSpot and leverage CRM tools to maximize efficiency and client engagement
Qualification
Required
Proven experience in personal lines insurance, with a strong focus on high-net-worth/private client solutions
Deep understanding of affluent clientele and their unique risk management needs
Ability to cultivate relationships and act as a trusted advisor to clients
Strong knowledge of personal insurance products, markets, and underwriting guidelines for high-value assets
Active Property & Casualty insurance license required
Demonstrated ability to build and present customized risk management solutions
Preferred
Experience with agency management software such as AMS360, Epic, and sales CRM tools like HubSpot is preferred
Benefits
Competitive base salary plus commissions
Immediately vested 401(k) match
Company
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 1956
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase