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⏰ Full-time

Private Risk Management Account Executive

USI Insurance Services
Location 📍 San Francisco, United States
Posted 📅 June 16, 2026
Work Type ⏰ Full-time

Position Overview

General Description : The Premier Account Executive is responsible for providing comprehensive risk management and insurance consultation for high net worth individuals and family offices. The Premier Account Executive will partner with our Private Risk Advisors, onboarding new clients with complex insurance portfolios and completing annual / semiannual portfolio reviews. This role is responsible for evaluating the assets and exposures of our high net worth clients, recommending appropriate coverage levels and negotiating premiums with the insurance carriers. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities :
  • Maintain a minimum of 95% retention of Client Accounts by proactive client engagement to retain accounts; including contacting clients that have moved business by Broker of Reco...

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Job Details

Employment Type
Full-time
📊
Category
Financial Specialists
🏠
Work Arrangement
On-site
📍
Location
San Francisco, United States