Talent.com
Job Personal Lines Account Executive - High Net Worth

Job Personal Lines Account Executive - High Net Worth

AssuredPartnersReading, MA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

High Net Worth Account Executive

As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next High Net Worth Account Executive to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base. We are looking for a strong critical thinker who enjoys working with a team and looking for an opportunity to grow their career in Personal Lines.

Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs. You will also be provided with administrative help to assist with answering phones, billing, processing, endorsements, certificates, and ID cards.

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us!

Why This Role?

  • Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in the field
  • Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
  • Opportunity for upward mobility and advancement opportunities across AssuredPartners!

What You'll Do

  • Client Support
  • Lead meetings with clients, including negotiating, selling lines of insurance, and renewal meetings at client locations

  • Responsible for providing comprehensive client support and act as main client contact for book of business
  • Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios
  • Account Management
  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management

  • Own all audit, review and claims processes for assigned book of business
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation
  • Insurance Expertise
  • Manage and develop strong personal relationships with appropriate insurance carrier personnel

  • Skilled at forecasting industry trends to predict needed changes in client strategies
  • Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross selling other lines of business
  • Leadership
  • Mentor or lead the work of more junior team members

  • Facilitate and collaborate with account team on the agency's renewal strategy
  • Client Strategy
  • Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts

  • Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency
  • Other duties as assigned
  • Some travel may be required
  • What's in it For You?

    To help you make the best decision for your personal growth, it's important to us to share a glimpse of what we offer our top asset, our people :

  • Competitive base salary
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
  • Company match 401(k) plan 50% up to 6%
  • Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
  • Opportunity to prioritize your mental health with 24 / 7 access to licensed therapists
  • Pet benefits & discounts
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
  • What You'll Need

  • 4+ years of related experience and / or training preferred, or demonstrated skills listed below
  • Current Property and Casualty license required; professional designations preferred
  • Comprehensive knowledge of available personal lines coverages based on business classification, as well as informed on industry trends and client retention strategies
  • Highly developed problem solving and solution-design skills; strong written and verbal communication skills
  • Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees
  • Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software
  • Skilled in use of agency management software with the ability to quickly learn new systems and processes
  • Grow, with us

    AssuredPartners is passionate about fueling our clients' innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.

    We're proud to be the fastest-growing independent insurance broker in America, but we're even prouder of the honest, caring relationships that our employees build with our clients every day.

    Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

    AssuredPartners is committed to embracing diversity, equity, and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives, and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate, and think bigger!

    serp_jobs.job_alerts.create_a_job

    Personal Lines Account Executive • Reading, MA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Job Commercial Lines Account Executive

    Job Commercial Lines Account Executive

    AssuredPartnersReading, MA, US
    serp_jobs.job_card.full_time
    As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Executive to support our Commercial Lines department and deliver exceptional ris...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Job Commercial Lines Account Executive - Small Business

    Job Commercial Lines Account Executive - Small Business

    AssuredPartnersLowell, MA, US
    serp_jobs.job_card.full_time
    As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Executive to support our Commercial Lines department and deliver exceptional ris...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Madden Media is hiring : Account Executive, PR in Boston

    Madden Media is hiring : Account Executive, PR in Boston

    MediabistroBoston, MA, United States
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Although this is a fully remote position, it requires frequent interaction with media contacts across ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Personal Lines Account Manager

    Personal Lines Account Manager

    GpacCambridge, Massachusetts, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Are you ready to take your career in the insurance industry to the next level? Do you have a passion for helping clients protect what matters most to them? If so, we have an exciting opportunity fo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Lines Account Manager

    Personal Lines Account Manager

    Cross InsurancePortsmouth, NH, US
    serp_jobs.job_card.full_time
    The Cross Family of Agencies welcomes you.We need your talent and expertise.Personal Lines Account Manager Job Description. The selected employee will provide quality service to assigned personal in...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Executive - Personal Lines

    Sales Executive - Personal Lines

    World InsuranceWakefield, MA, US
    serp_jobs.job_card.full_time
    Insurance Sales Producer - Personal Lines Private Client Advisor.World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists wh...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Job Personal Lines Placement Executive

    Job Personal Lines Placement Executive

    AssuredPartnersReading, MA, US
    serp_jobs.job_card.full_time
    The Personal Lines Marketing Executive markets accounts by consulting with Producers and / or Personal Lines Account Executives, responds to inquiries regarding new accounts, negotiates premiums and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    Sales Executive - Personal Lines

    Sales Executive - Personal Lines

    World Insurance Associates, LLC.Wakefield, MA, US
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improv...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Personal Lines Account Manager

    Personal Lines Account Manager

    World InsuranceExeter, NH, US
    serp_jobs.job_card.full_time
    Foy Insurance has a long history of meeting the risk management needs of communities throughout New Hampshire, Maine, and Massachusetts dating back to 1893. We are now proud to now be a part of the ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Partner Account Executive

    Partner Account Executive

    VirtualVocationsDorchester, Massachusetts, United States
    serp_jobs.job_card.full_time
    A company is looking for a Partner Account Executive.Key Responsibilities Develop and manage relationships with partner accounts Identify new business opportunities and drive sales growth Colla...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Lines Account Executive - Independent Insurance Agency - Base Salary to 75k / year - Middleto

    Personal Lines Account Executive - Independent Insurance Agency - Base Salary to 75k / year - Middleto

    AllSearch Professional StaffingMiddleton, MA, US
    serp_jobs.job_card.full_time
    Personal Lines Account Executive - Independent Insurance Agency - Base Salary to 75k / year - Middleton, MA.Our client, a 100+ year independent agency in the Middleton, MA area, has an immediate need...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Job Personal Lines Sales Executive

    Job Personal Lines Sales Executive

    AssuredPartnersLowell, MA, US
    serp_jobs.job_card.full_time
    Love what you do but not where you do it? As a Sales Executive at AssuredPartners, you will use your existing sales skills and experience and leverage AssuredPartners' suite of resources and traini...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Personal Lines Account Manager

    Personal Lines Account Manager

    OneDigitalBeverly, MA, US
    serp_jobs.job_card.full_time
    Most of our clients have built their companies from the ground up.We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected.We are their ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Personal Lines Account Manager (Insurance)

    Personal Lines Account Manager (Insurance)

    Make Your MoveSwampscott, MA, US
    serp_jobs.job_card.full_time
    Personal Lines Account Manager (Insurance).Salem Five is a growing regional financial services organization with a rich history of over 160 years. As an independent bank, we are deeply rooted in the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Partner Account Executive

    Partner Account Executive

    AdaptiveDorchester Center, MA, US
    serp_jobs.job_card.full_time
    Adaptive powers the construction CAS practices of leading accounting firms like CLA, Pinion, and Melton & Melton-and we're just getting started. We're looking for a Partner Account Executive to own ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Job Commercial Lines Account Executive - Education Vertical

    Job Commercial Lines Account Executive - Education Vertical

    AssuredPartnersLowell, MA, US
    serp_jobs.job_card.full_time
    As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Executive to support our Commercial Lines Education department and deliver excep...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    PUBLIC RELATIONS ACCOUNT EXECUTIVE Job at BPM-PR Firm in Boston

    PUBLIC RELATIONS ACCOUNT EXECUTIVE Job at BPM-PR Firm in Boston

    MediabistroBoston, MA, United States
    serp_jobs.job_card.permanent
    This is a high-ownership role ideal for someone with 2–4 years of agency experience ready to take the lead on multiple accounts for fashion, beauty, lifestyle and wellness.Must have an elite abilit...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Commercial And Personal Lines Insurance Account Manager

    Commercial And Personal Lines Insurance Account Manager

    DANIEL J GUARINO INSURANCE AGENCY INCDanvers, MA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    We are a property & casualty insurance agency, in Danvers, MA seeking a FT Commercial & Personal Lines (Dual Role) Account Manager. This is a job for an account manager who will be splitting...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Insurance Personal Lines Account Manager

    Insurance Personal Lines Account Manager

    DANIEL J GUARINO INSURANCE AGENCY INCDanvers, MA, USA
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    We are a property & casualty insurance agency, in Danvers, MA seeking a FT Personal Lines Account Manager.Our business was started in 1976 and we are a small (less than 10 employees), family ru...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Account Executive (PR) - Corporate (Tech) Job at DJE Holdings in Boston

    Account Executive (PR) - Corporate (Tech) Job at DJE Holdings in Boston

    MediabistroBoston, MA, United States
    serp_jobs.job_card.full_time
    Edelman is a voice synonymous with trust, reimagining a future where the currency of communication is action.Our culture thrives on three promises : boldness is possibility, empathy is progress, and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days