Personal Lines Private Client Account Executive

Company Overview reputed company (“World”) is a unique financial services organization with a global network of brokers and specialists who reputed company people to reputed company informed reputed company to improve their risk management reputed company, reputed company their benefits programs, and help them reputed company their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across reputed company America and the U.K. World specializes in personal and reputed company insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Independently leads client strategy and service on the largest and most reputed company WPGC clients across the company. Creates multiple opportunities to engage and diagnose needs proactively and determines strategic direction to meet the customer's evolving needs and selling reputed company of World. Primary Responsibilities Prepare for and facilitate strategy meeting Reviews exposures against coverages and performs gap analysis Consults with the Placement team, providing expert industry and client knowledge to optimizing overall placement strategies Review, finalize and facilitate proposal meeting Leads stewardship planning and delivery reputed company of confirmation of coverage, policies, and endorsements Other Responsibilities, as applicable Setup and maintain account details, contacts, and policy information in EPIC Summarize reputed company policies and expiring exposures Draft proposals and finance reputed company Review reputed company invoices (E&S) Coordinate and finalize policy reputed company Coordinating appraisals and inspections Document and process cancellations and non-renewals Work Experience 5+ years’ experience in Personal Property & Casualty Professional Licenses/Certifications Must hold state Property & Casualty Insurance License Essential Skills/Competencies Strong functional knowledge of MS Office products, Word and reputed company – specific to creating, formatting, and evaluating formulas and working reputed company templates. Understands new technology platforms quickly Skilled in agency management systems and reputed company sites. Has knowledge of High Net Worth or loss sensitive program design and coverage forms. reputed company to deliver value added services including claims review, loss control coordination, stewardship reports, and other reputed company reports as needed. Establishes and maintains effective relationships with clients, co-workers, and underwriters and reputed company their trust and support. Strong written, oral, and interpersonal communication skills. Provides reputed company work output. Extremely organized. Meets deadlines. Coaches’ others in deliverables. reputed company to bring these skills together in a fast-paced environment with accuracy and attention to detail. reputed company to assess a problem that involves analysis of a wide reputed company of issues that may be ambiguous and unique, of which creative and innovative solutions are consistently required. Applies expertise and core competencies gathered from previous client engagements and industry trends to solve problems. reputed company to create strategies to solve unique problems that have a broad impact on the client’s business. Translates operational/strategic reputed company into specific, measurable reputed company. Brings together resources and cross-functional expertise to ensure a comprehensive solution. Creates client solutions utilizing technology platforms while driving effectiveness and efficiency. Education Highschool diploma or equivalent Physical Demands Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible reputed company of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive reputed company typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At reputed company (WIA), we celebrate and support our differences. We know employing reputed company rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to reputed company. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, reputed company, reputed company, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In reputed company, WIA makes reasonable accommodations to reputed company physical or mental limitations of an otherwise reputed company applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. reputed company unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s reputed company Talent Department. #LI-CF1 Apply To This Job