Note: The job is a remote job and is open to candidates in USA. Wealthspire is a leading organization in consultative advising and problem-solving for risk and wealth management. The Senior Account Executive will interact with high net worth clients, develop relationships with business managers, and manage complex personal insurance accounts. This role involves negotiating terms with carriers and acting as a primary point of contact for clients.
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 asset‑management 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 long‑term, trusted relationships with business managers as key referral partners and strategic stakeholders
Skills
- Property & Casualty Broker's License
- Typically more than 8 years industry and product line experience
- 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
- Experience working with business managers, family offices, or advisory firms serving high net worth or affluent clients
- BA/BS
- CIC, CPCU or other P&C designation
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview