Senior Account Executive - Affluent Personal Lines Insurance

NFP•Los Angeles, CA

9d•$56,000 - $132,000

About The Position

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with business managers and business management firms representing high net worth and affluent personal insurance clients. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages.

Requirements

Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people/personalities
Strong leadership skills
Must be able to read, analyze and reconcile financial reports
Possess technical expertise plus good analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner
BA/BS preferred
Typically more than 8 years industry and product line experience
Property & Casualty Broker's License required

Nice To Haves

Experience working with business managers, family offices, or advisory firms serving high net worth or affluent clients preferred.
CIC, CPCU or other P&C designation preferred.

Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients.
Works with the Claims Department on relevant claims for assigned clients.
Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives.
Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Serve as the primary insurance point of contact for business managers and business management firms representing high net worth and affluent personal insurance clients.
Collaborate with business managers to structure, place, and service complex personal lines programs, ensuring coverage aligns with the broader financial, tax, and assetâmanagement strategies of the client.
Act as a consultative partner to business managers by translating insurance concepts, coverage options, and carrier requirements into clear, actionable guidance.
Coordinate proactively with business managers on renewals, coverage changes, and new exposures, ensuring timely execution and a high level of responsiveness.
Build and maintain longâterm, trusted relationships with business managers as key referral partners and strategic stakeholders.