SolomonEdwards · 4 hours ago
Personal Lines Insurance Account Executive, High-Net-Worth
United States
Full-time
Remote
Senior Level, Lead/Staff
$110K/yr - $125K/yr
10+ years expSolomonEdwards is an established Top 50 P&C insurance broker seeking to bolster their Private Client/High-Net-Worth division. The Personal Lines Account Executive will be responsible for servicing a book of business consisting of High-Net-Worth clients and managing relationships with various insurance carriers.
AccountingConsultingProfessional Services
Hiring Manager
Scott Schneider
Responsibilities
Reviews client exposures, loss experience and current coverage and recommends appropriate products and services
Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk
Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc
Ability to communicate client’s risk salutation and binding instructions to carriers
Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals
Serves as main point of contact for the client
Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business
Negotiates premiums, coverages, terms, and conditions for prospective clients
Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures
Assists with the strategic design of insurance plans for clients with little to no supervision
Strategically assists in the remarketing of renewals to ensure a high level of account retention
Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies
Determines and communicates various options for billing and invoicing
Qualification
Required
MUST have AT LEAST 10 years experience working with High-Net-Worth clients
Must currently hold an active Property & Casualty License
Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills
Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues
Preferred
Experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc
Benefits
Excellent benefits
Company
SolomonEdwards
SolomonEdwards is a business consulting firm that offers financial, operational, and technology consulting services and operations support.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$3.2M2005-01-20Series Unknown· $3.2M
Leadership Team
John Gulnac
Chief Executive Officer
Recent News
Business Wire
2025-12-02
Research and Markets
2025-09-02
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