The Role
The Account Executive - Private Client is responsible for designing and managing insurance programs for high-net-worth clients, ensuring their risks are addressed and optimized while maintaining strong client relationships.
Summary Generated by Built In
A winner of Best Places to Work in Insurance seven years in a row, Virtus is looking for innovative individuals to join our fast-paced, rapidly growing team headquartered in Overland Park, Kansas. Virtus is a next generation insurance consulting firm that focuses on middle market clients in a variety of lines of coverage. With locations in Kansas City, Memphis, and Ft. Collins our team has a national scope and with a sophisticated client base that thrives on new ideas and our consultative approach. We're shaking up a tired insurance industry and creating something better: an experience that empowers our people to evolve, take smart risks, and face the future boldly.
The Account Executive - Private Client role presents an opportunity to join one of the fastest growing firms in the industry and is a key player on the Monarch - Personal Lines Team. The Account Executive – Private Client (AE) is a client-facing advisor responsible for designing, implementing, and managing comprehensive personal insurance programs for high-net-worth individuals and families.
The AE combines technical expertise with strong relationship management skills to ensure client risks are identified, addressed, and continuously optimized. This role works closely with producers, service teams, and carriers to deliver tailored risk strategies, seamless execution, and an exceptional client experience.
Key Responsibilities:
- Client Strategy & Risk Consulting:
- Develop customized personal risk strategies, including homeowners, auto, umbrella, and specialty
- coverages (yacht, aviation, collectibles, family office, cyber).
- Identify coverage gaps and recommend enhancements to safeguard client assets.
- Provide guidance on complex exposures, including multi-state and international placements.
- Client Relationship Management:
- Serve as a trusted advisor and primary point of contact for Private Client relationships.
- Lead client onboarding, renewal discussions, and coverage reviews.
- Coordinate claims advocacy and ensure timely, efficient resolution with carriers.
- Maintain client retention rates at or above 95%.
- Sales & Growth Support:
- Partner with producers to drive new business and expand existing client relationships.
- Identify cross-sell opportunities (e.g., flood, excess liability, cyber, fine art).
- Support new business development through proposals, presentations, and prospect meetings.
- Operational Excellence:
- Ensure compliance with workflows, documentation standards, and carrier requirements.
- Collaborate with Client Success team members to ensure accurate policy issuance, endorsements, and renewals.
- Contribute to practice development initiatives that improve efficiency, client satisfaction, and revenue growth.
Education and Experience:
- Bachelor’s degree or equivalent professional experience.
- Minimum of 5+ years in Private Client / High-Net-Worth personal lines insurance.
- Professional designations preferred or willingness to pursue (e.g., CPRIA, CPRM, CPCU).
- Demonstrated ability to manage and grow a Private Client book of business.
- Strong consultative, communication, and relationship management skills.
- Proficient in Microsoft Office Suite and Agency Management Systems (Applied Epic preferred).
- Strong organizational and project management skills with the ability to work independently.
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close and distance vision.
Travel:
20-30%
Why Virtus?
Virtus has a strong culture anchored by our Core Values: Better Tomorrow, Fearless Pursuit and One Virtus. This creates an environment of teamwork, excellence, and continuous improvement. Employees and their families enjoy great benefits including health/401(k)/dental/vision and unlimited PTO, among other progressive perks.
Virtus is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees– so we welcome applications from everyone, to celebrate a diverse mix of experiences, backgrounds, and identities. Please get in touch if you’d like to discuss any reasonable adjustments to your application, in order that we can accommodate and support you in the recruitment process. If you want to work for a company where who you are is valued and respected, we’d love to hear from you.
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Top Skills
Applied Epic
Microsoft Office Suite
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The Company
What We Do
Virtus is an insurance brokerage and consulting firm built for today’s experience economy. We blend creativity with technology to bring a more streamlined, personalized and human approach to insurance. This insulates our clients from the process, putting the focus back on their goals and growth strategy to unlock their full potential. Our vertical specialization makes us different—we know the industries we serve inside and out.
Our team is comprised of industry renegades, analysts, consultants, technologists, creatives and problem solvers. We’re aligned by our values and fueled by an entrepreneurial spirit, giving us the grit to make your dreams a reality, no matter the challenge or task at hand.
