Note: The job is a remote job and is open to candidates in USA. Wealthspire is a recognized leader in providing consultative advisory services in risk, wealth management, and retirement. The Affluent Personal Lines Account Executive will interact with clients, building and maintaining relationships while preparing applications and marketing strategies for new business and renewals under supervision.
Responsibilities
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
- Support the team by preparing and delivering annual account reviews - including document formatting, coverage recommendations, important discussion points, remarketing, making pitches to clients & COIs, quoting, etc
- Works with the Claims Department on relevant claims for assigned clients
- Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims
- Maintains a (follow-up system) to ensure policies, endorsements and other information is received to align with requests
- May direct the daily job activities of the Coordinators and Account Managers
- Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients informed of appropriate industry trends and events, including all state and federal regulatory issues
Skills
- P&C license required upon hire
- Personal Lines with High-Net-Worth client relationship experience
- Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial. This includes knowledge of their products, appetite and experience with their quoting systems
- Demonstrated knowledge of the annual account review process as well as independent account servicing
- Comprehensive experience with the metropolitan New York area markets, highly preferred
- Excellent oral and written communication abilities
- Highly professional and self-motivated
- Strong verbal communication abilities complemented by proficient writing skills, along with excellent interpersonal ability to engage with clients, colleagues, and carriers
- Proficiency in Outlook, Word, and Excel required
- Must currently hold an active Property and Casualty insurance license
- A bachelor's degree preferred. HS Diploma or GED is required with additional learning/certifications
- At least 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage
- Alongside familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
- Experience with an agency management system/CRM is required. Fluency with Epic is a plus
Benefits
- Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions
- An employee stock purchase plan
- Consideration for long-term incentive awards at Aon’s discretion
- Medical, dental and vision insurance
- Various types of leaves of absence
- Paid time off, including 12 paid holidays throughout the calendar year
- 15 days of paid vacation per year
- Paid sick leave as provided under state and local paid sick leave laws
- Short-term disability and optional long-term disability
- Health savings account
- Health care and dependent care reimbursement accounts
- Employee and dependent life insurance and supplemental life and AD&D insurance
- Optional personal insurance policies
- Adoption assistance
- Tuition assistance
- Commuter benefits
- An employee assistance program that includes free counseling sessions
- Eligibility for benefits is governed by the applicable plan documents and policies
- Two “Global Wellbeing Days” each year
- A variety of working style solutions for our colleagues
- Continuous learning culture inspires and equips you to learn, share and grow
Company Overview