Account Executive - Personal Lines (Private Client)

At AssuredPartners, our Wayne, PA is growing! Are you an expert working with High Net Worth Private Client Accounts, then we are the place you want to be. You 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. As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Executive to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base.

• Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in 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!

• 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.

• 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

• 5+ years of related Personal Lines experience and/or training preferred, or demonstrated skills listed below
• High Net Worth Insurance experience preferred
• 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.