Private Client Account Executive
3 weeks ago
Brunswick Companies is a family-owned business with a 45-year history providing insurance, risk management, and surety products across the nation. Our team is committed to developing and mentoring all new employees.
Job DescriptionJob Summary:
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.
Additional Information
Competitive Compensation and Benefits:
Joining our team as a Private Client Account Executive – High Net Worth 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.
This position is remote or hybrid based on your preference. We are hiring professionals located anywhere in the USA.
-
Private Client Account Executive
3 weeks ago
Cleveland, United States Brunswick Companies Full timeCompany Description Brunswick Companies is a family-owned business with a 45-year history providing insurance, risk management, and surety products across the nation. Our team is committed to developing and mentoring all new employees. Job Description Job Summary: The Private Client Account Executive will be responsible for evaluating and rating new to...
-
Cleveland, United States Brunswick Companies Full timeThe 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...
-
Private Client Account Executive
7 hours ago
Cleveland, United States Brunswick Companies Full timeJob DescriptionJob DescriptionCompany DescriptionBrunswick Companies is a family-owned business with an over 50-year history of providing insurance, risk management, and surety products across the nation. Committed to developing and mentoring all employees, Brunswick Companies is an exciting place where your contribution plays a pivotal role. Our culture is...
-
Private Client Account Executive
1 week ago
Cleveland, United States Brunswick Companies Full timeCompany Description Brunswick Companies is a family-owned business with an over 50-year history of providing insurance, risk management, and surety products across the nation. Committed to developing and mentoring all employees, Brunswick Companies is an exciting place where your contribution plays a pivotal role. Our culture is one where passionate...
-
Sr Account Executive
1 week ago
Cleveland, United States RAM Executive Search LLC Full timeNTN has an immediate opening in our Sales Department for an Account Executive for our Ohio region. Responsibilities Include: The Account Executive will be responsible for calling on and developing relationships and business with a specific distributor located in Northeast Ohio. Ensure assigned Distributor’s senior management team is aware of recent...
-
Cleveland, United States Truenorth Executive Search, Inc. Full timeChief Executive Officer – Leading Defense and Aerospace Components Manufacturing – Private Equity Our client is a leading manufacturer of highly engineered components for defense and aerospace primarily serving both the DoD and blue-chip defense manufacturers. The company is highly regarded for its innovation and engineering capabilities and is currently...
-
Tax Manager, Private Client Services
3 weeks ago
Cleveland, OH, United States BDO International Full timeJob Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...
-
Account Executive
3 weeks ago
Cleveland, United States CornerStone Staffing Full timeJob DescriptionJob DescriptionCornerStone Professional Placement is currently seeking an Account Executive (Outside Sales Representative) for a well-regarded client based in Cleveland, OH. In this position, the Account Executive (Outside Sales Representative) will be responsible to acquire new clients by initiating contact with potential prospects and...
-
Account Executive
1 week ago
Cleveland, United States Acuative Corporation Full timeJob DescriptionJob DescriptionJoin Our Team at AcuativeAt Acuative, we're more than just a workplace - we're a community of dedicated professionals committed to driving success for both our clients and our team members. With a strategic focus on fostering a dynamic and inclusive environment, we attract and retain top talent who are passionate about...
-
Sales Account Executive
2 weeks ago
Cleveland, United States CornerStone Staffing Full timeCornerStone Professional Placement is currently seeking an Account Executive (Outside Sales Representative) for a well-regarded client based in Milwaukee, WI. In this position, the Account Executive (Outside Sales Representative) will be responsible to acquire new clients by initiating contact with potential prospects and guiding them through the entire...
-
Sales Account Executive
3 weeks ago
Cleveland, United States CornerStone Staffing Full timeCornerStone Professional Placement is currently seeking an Account Executive (Outside Sales Representative) for a well-regarded client based in Milwaukee, WI. In this position, the Account Executive (Outside Sales Representative) will be responsible to acquire new clients by initiating contact with potential prospects and guiding them through the entire...
-
Sales Account Executive
4 days ago
Cleveland, United States CornerStone Staffing Full timeCornerStone Professional Placement is currently seeking an Account Executive (Outside Sales Representative) for a well-regarded client based in Milwaukee, WI. In this position, the Account Executive (Outside Sales Representative) will be responsible to acquire new clients by initiating contact with potential prospects and guiding them through the entire...
-
Sales Account Executive
3 days ago
Cleveland, United States CornerStone Staffing Full timeCornerStone Professional Placement is currently seeking an Account Executive (Outside Sales Representative) for a well-regarded client based in Milwaukee, WI. In this position, the Account Executive (Outside Sales Representative) will be responsible to acquire new clients by initiating contact with potential prospects and guiding them through the entire...
-
Sales Account Executive
3 weeks ago
Cleveland, United States CornerStone Staffing Full timeCornerStone Professional Placement is currently seeking an Account Executive (Outside Sales Representative) for a well-regarded client based in Milwaukee, WI. In this position, the Account Executive (Outside Sales Representative) will be responsible to acquire new clients by initiating contact with potential prospects and guiding them through the entire...
-
Account Executive
7 days ago
Cleveland, United States CENTCON Full timeCompany DescriptionCENTCON is a strategic technology solution provider, assisting organizations from ideation through execution. With a focus on shortening project lifecycles and delivering meaningful outcomes, we leverage extensive real-world experience and proprietary performance data.Role DescriptionThe Account Executive will be responsible for developing...
-
Account Executive
2 weeks ago
Cleveland, United States CENTCON Full timeCompany DescriptionCENTCON is a strategic technology solution provider, assisting organizations from ideation through execution. With a focus on shortening project lifecycles and delivering meaningful outcomes, we leverage extensive real-world experience and proprietary performance data.Role DescriptionThe Account Executive will be responsible for developing...
-
Account Executive
2 weeks ago
Cleveland, United States CENTCON Full timeCompany DescriptionCENTCON is a strategic technology solution provider, assisting organizations from ideation through execution. With a focus on shortening project lifecycles and delivering meaningful outcomes, we leverage extensive real-world experience and proprietary performance data.Role DescriptionThe Account Executive will be responsible for developing...
-
Account Executive
2 weeks ago
Cleveland, United States CENTCON Full timeCompany DescriptionCENTCON is a strategic technology solution provider, assisting organizations from ideation through execution. With a focus on shortening project lifecycles and delivering meaningful outcomes, we leverage extensive real-world experience and proprietary performance data.Role DescriptionThe Account Executive will be responsible for developing...
-
Account Executive
1 week ago
Cleveland, United States CENTCON Full timeCompany DescriptionCENTCON is a strategic technology solution provider, assisting organizations from ideation through execution. With a focus on shortening project lifecycles and delivering meaningful outcomes, we leverage extensive real-world experience and proprietary performance data.Role DescriptionThe Account Executive will be responsible for developing...
-
Account Executive
1 month ago
Cleveland, United States Custom Computer Specialists Full time $70,000CCS is a dynamic team of highly motivated individuals passionate about selling cutting-edge technology solutions to help our clients achieve their business goals. We are on the lookout for a Account Executive with a proven track record in technology sales. If you're driven by performance-based compensation and thrive in a high-energy, results-oriented...
