Personal Lines High Net Worth Account Executive–Full-Time–Woodland Hills, California–$75000-$150000DescriptionFoundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding a Personal Lines High Net Worth Account Executive to their Gaspar Insruance Agency team in Woodland Hills, CA.What you’re good atYou’re a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.When you join us, we expect you to:Have knowledge and experience with high net worth personal lines carriers including Chubb, PURE, AIG Private Client Group, etc.Cultivate strong relationships with – and serve as the main point of contact for your portfolio of clients, key vendors, and carriers.Respond to clients, insurance carriers, sales team, and supervisors’ correspondences and requests in a timely, effective, and professional manner.Assist new and existing customers in evaluating insurance needs and assist in securing coverage for new customers and evaluating existing policies or additional options for existing customers.Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.Analyze and compare current exposures to develop renewal or new business specs for marketing.Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy, and negotiate rates when appropriate.Prepare proposals for customers you are working with.Manage, submit, and follow-up with claims throughout the claims process.Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage, renewals, deliverables, and marketing strategy.What you’ll bring to our team:Excellent verbal and written communication skillsBasic math skills and aptitude for learning new technologyPositive attitude, good listening skills and empathyHighly-organized and strong time management skillsAbility to multi-task in a fast-paced environment within tight deadlinesWorks with integrity and a high-level of confidentialityPay RangeThe typical pay range for this role is $75,000 – $150,000, this range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP’s total compensation package for employees.DisclaimerWhile this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.Equal Employment Opportunity (EEO)FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
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