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Account Executive 2 PRM

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USI Insurance Private Risk Management is a personal insurance broker of choice for wealthy families. 

Our Account Executives manage the personal insurance needs of our  affluent clients and families.  Works at a strategic level to develop and retain consultative, partnership relationships with clients, prospects, referral partners, and our sales team.  

  • Develops, execute, and monitor comprehensive insurance plans that reflect the client's personal and risk management goals. 
  • Managing risk for clients through consultative renewals and recommending loss prevention and risk transfer solutions.
  • Contributes to new business development, identifies cross-sell opportunities, and seeks referrals from existing clients. 
  • May coordinate and implement claims handling and follow-up, as well as loss control programs.
  • Works with client advisors (banking/attorney/other) to ensure a seamless client experience. 

Some travel required, no more than 20% of the time.  

Competitive salary plus bonus and strong benefits package.

Desired Qualifications
  • 3+ years high-net-worth insurance brokerage experience
  • High-net-worth carrier knowledge
  • Family office insurance placement and advisory experience
  • Strong oral and written skills
  • Effective and organized renewal strategy including positioning risk and solutions
  • Surplus lines placement experience
  • Property & Casualty Insurance License

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