{"id":680721,"url":"https://alion.io/job/prms-private-client-account-executive","title":"Private Client Account Executive","company":{"id":685482,"name":"Professional Risk Management Services (PRMS)","domain":"prms.com","url":"https://alion.io/company/prms","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States","Madison, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":90000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-05-13T16:13:09Z","employer_posted_date":"2026-05-13","last_verified_at":"2026-11-08T06:31:05Z","board_verified":true,"closed_at":null,"days_open":178,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":177},"description":"Position: Private Client Account Executive\nDepartment: Personal Risk Management\nEmployment Status: Full-Time, Remote Optional\nOffice Location: 22 Vanderbilt New York, NY\nAbout Us:\nPersonal Risk Management Solutions is a boutique personal insurance brokerage focused on the unique needs of successful individuals and families. We are currently seeking motivated and detail-oriented Private Client Account Executives to join our dynamic team. This role is essential in providing comprehensive support to clients, ensuring a high level of customer service and is an integral part of our service team, which is well known for being among the best in the business.\nJob Summary:\nThis role is a lead contact for our high net worth clients and their families and will involve building positive and impressive long-term relationships. Key responsibilities include communicating with and visiting with clients, family offices, wealth advisors and responding to their questions, proactively contacting them for necessary follow-ups. As a Private Client Account Executive, you will be responsible for a variety of client focused tasks and will be an integral part of a team who services our client accounts, ensuring customer satisfaction throughout the process. This is an excellent opportunity for someone looking for a growth opportunity within the insurance industry while gaining valuable experience in a supportive and collaborative environment.\nKey Responsibilities and Duties:\nAct as an insurance advisor to clients; make recommendations and suggestions best suited for their personal needs. \nNegotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions, using knowledge of current markets and insurance products available.\nObtain quotes and create proposals to formulate a comprehensive insurance program once carrier negotiations are complete. \nDetermine strategic placement of new clients through analysis of current insurance program.\nDiscuss claims with clients and manage the claims process until conclusion. Ensure that clients are extremely satisfied with the outcome.\nDrive renewal process by analysis of client’s insurance program and marketplace opportunities. \nBasic Responsibilities:\nRespond promptly to incoming calls, and e-mails\nComply with company policies, practices and procedures\nAttend meetings and prepare follow-up as needed\nSet goals, prioritize and execute duties of the position\nManage documents, files and electronic information in an organized, efficient and secure manner\nPerform quality and quantity duties as expected for position\nComplete company required training courses as assigned\nQualifications:\nBachelor’s degree (B.A.) from four year college or university; or\nThree years minimum related experience and/or training.\nProperty & Casualty license\nKnowledge of personal insurance products offered through Chubb, Berkley One, Pure, Cincinnati and Private Client Select.\n* A “people person” with superior client service orientation and attention to detail.\nProficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)\nStrong organizational skills with the ability to manage multiple tasks and priorities.\nAdaptability to a changing environment\nExcellent written and verbal communication skills.\nProfessional demeanor with a customer-focused attitude.\nAbility to work independently in a fast-paced environment, as well as part of a team.\nNew York pay range\n$90,000—$110,000 USD","description_format":"text","description_chars":3467,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Property & Casualty Insurance","Insurance Brokers & 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