Note: The job is a remote job and is open to candidates in USA. Personal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. They are seeking motivated and detail-oriented Private Client Account Executives to provide comprehensive support to high net worth clients, ensuring customer satisfaction and building long-term relationships.
Responsibilities
- Act as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs
- Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available
- Obtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete
- Determine strategic placement of new clients through analysis of current insurance program
- Discuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome
- Drive renewal process by analysis of client’s insurance program and marketplace opportunities
- Respond promptly to incoming calls, and e-mails
- Comply with company policies, practices and procedures
- Attend meetings and prepare follow-up as needed
- Set goals, prioritize and execute duties of the position
- Manage documents, files and electronic information in an organized, efficient and secure manner
- Perform quality and quantity duties as expected for position
- Complete company required training courses as assigned
Skills
- Bachelor's degree (B.A.) from four year college or university; or
- Three years minimum related experience and/or training
- Property & Casualty license
- Knowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select
- A “people person” with superior client service orientation and attention to detail
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Strong organizational skills with the ability to manage multiple tasks and priorities
- Adaptability to a changing environment
- Excellent written and verbal communication skills
- Professional demeanor with a customer-focused attitude
- Ability to work independently in a fast-paced environment, as well as part of a team
Company Overview