Private Client Account Executive – High Net Worth

4 weeks ago

Cleveland, United States Brunswick Companies Full time

The Private Client Account Executive will be responsible for evaluating and rating new to agency high net worth personal insurance risks. Expertise in underwriting, rating methodologies, and corner marketing will play a crucial role in promoting our insurance solutions and growing our high-net-worth client base. The dynamic, knowledgeable, motivated and experienced professional in this role is not client facing.


Duties/Responsibilities:

1. Risk Evaluation and Rating:

  - Assess and evaluate insurance risks associated with high-net-worth individuals, their properties, luxury assets, valuable collections, and other possessions.

  - Utilize your expertise in underwriting to determine appropriate coverage levels and premiums based on risk assessments.

  - Apply rating methodologies and guidelines to ensure accurate pricing of policies for high-net-worth clients.

  - Collaborate with carrier underwriting teams to analyze risk data and provide insights for improving risk selection and pricing strategies.


2. Relationship Management:

  - Build and maintain strong relationships with carriers, wholesalers, and other key stakeholders in the insurance industry catering to high-net-worth individuals.

  - Collaborate with internal teams, such as underwriting, claims, and customer service, to ensure seamless communication and exceptional service delivery to clients.

  - Provide guidance and support to producers in understanding and effectively marketing high net worth insurance products.

  - Attend client meetings, conferences, and industry events related to High-Net-Worth carriers and education.


3. Product Development and Enhancement:

  - Monitor market trends and evolving needs of high-net-worth clients to identify opportunities for product enhancements and new offerings.

  - Aid in the design of innovative insurance solutions that address the specific requirements of affluent individuals.

  - Conduct competitive analysis to benchmark our products and identify areas for differentiation and improvement.

  - Act as a subject matter expert in high-net-worth personal insurance, providing insights and recommendations to enhance our product portfolio.


4. Performance Analysis and Reporting:

  - Track and analyze marketing campaigns and initiatives to measure their effectiveness and ROI.

  - Generate reports and present key findings to management, highlighting performance metrics, market trends, and opportunities for improvement.

  - Use data analytics to extract insights from customer data and drive data-driven marketing strategies.

 

5. Other duties as assigned

 

Qualifications:

- Proven experience in underwriting, rating, and marketing within the personal insurance industry, with a focus on high-net-worth clients.

- Deep understanding of underwriting principles, rating methodologies, and risk evaluation techniques for high-net-worth personal insurance.

- Excellent interpersonal and communication skills to build relationships with carriers.

- Analytical mindset with the ability to interpret data, identify trends, and make data-driven decisions.

- Proficiency in insurance industry software and tools. (Preferably the Applied Systems Software Family. (Epic))

-Proficient with Microsoft Office Suite

- Professional designations such CPRM, CPRIA, CIC, or CPCU are a plus.

- College degree in a related field, such as finance, insurance, or risk management a plus.


Physical Requirements:

·        Prolonged periods working on a computer.

·        Must be able to attend meetings, conferences, and events as assigned.


Competitive Compensation and Benefits:

Joining our team as a Private Client Account Executive offers an exciting opportunity to play a pivotal role in expanding our high net-worth client base and promoting our tailored insurance solutions. If you have a passion for underwriting, marketing, and thrive in a dynamic environment, we invite you to apply and be part of our dedicated team.

 

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