High Net Worth Account Executive (Personal Lines Insurance)

Location: On-site in Naples, Florida, United States

Company

hirify.global is a global fintech and insurance services company providing customized insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage solutions.

What you will do

• Develop trusted-advisor relationships with high-net-worth personal insurance clients.
• Review client assets, exposures, loss experience, and current coverage to recommend appropriate insurance products and services.
• Provide proactive daily service and communicate market or insurance-program changes clearly and accurately.
• Manage renewals, maximize client retention, and identify cross-sell opportunities.
• Coordinate with carriers, underwriters, marketing representatives, producers, claims, accounting, and internal support teams.
• Maintain accurate client and policy records in EPIC and escalate complex service or coverage concerns when needed.

Requirements

• 3–5 years of personal lines insurance experience, preferably with high-net-worth clientele.
• Property & Casualty license.
• Proficiency in Microsoft Word and Excel.
• Excellent verbal and written communication skills in English.
• Strong organization, attention to detail, deadline management, customer service, and problem-solving skills.
• Comfort with an on-site presence is required to support collaboration, team leadership, and cross-functional partnership.

Culture & Benefits

• Paid vacation, holidays, and sick time.
• Medical, dental, and vision insurance options.
• Company-paid short-term and long-term disability, group life insurance, and Employee Assistance Program.
• Calm app subscription, wellness resources, and fertility benefits.
• 401(k) with company match, HSA, FSA, commuter benefits, and financial wellness programs.
• Career growth and learning opportunities, plus paid maternity and paternity leave.

Hiring process

• Final candidates must complete post-offer verification processes in accordance with applicable laws.