Senior High Net Worth Personal Account Executive - REMOTE

Job Description Job Description Seeking : Personal Lines High Net Worth Account Executive Schedule : Fully Remote Salary : $100K - $150K Independent Retail Insurance Agency is seeking a dynamic and experienced High Net Worth Personal Insurance Account Manager or Account Executive. The successful candidate will be responsible for managing a portfolio of private client personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored s…

Our finance team ensures the fiscal health and stability of our operations. You will support budgeting, forecasting, and financial analysis to help the company grow sustainably. We value integrity, precision, and the ability to turn numbers into strategic advice.

Requirements

• Strong understanding of accounting principles and financial reporting.
• Proficiency in MS Excel (advanced formulas, pivot tables, modeling).
• High level of accuracy and attention to detail in financial calculations.
• Ability to manage multiple deadlines in a fast-paced environment.
• Strong ethical standards and understanding of regulatory compliance.
• Degree in Finance, Accounting, or Economics; progress toward CPA/CFA is a plus.