Private Risk Management Account Executive

USI Insurance Services

📍 San Diego, California, United States 💼 Full-time 🕒 Posted July 04, 2026

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Job Description

  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
                
                        Location
                        San Diego, California
                    
                        Job Type
                        Full-time
                    
                        Category
                        Financial Specialists
                    
                        Posted Date
                        July 04, 2026
                    
                        Application Deadline
                        August 13, 2026