Jake Konchesky
Naples
Summary
High-Net-Worth Risk Management professional and Licensed Florida 2-20 General Lines Agent. Proven expertise in managing a $24M renewal book with a 94%+ retention rate. Specialized in navigating complex underwriting requirements and fostering strong agency relationships to meet aggressive premium targets in the personal lines sector.
Overview
7
7
years of professional experience
Work History
Associate Account Executive
Chubb Insurance (Chubb Insurance Solutions Agency)
06.2024 - Current
- Directly manage a $24 million renewal book of business for the Midwest and Pacific regions.
- Consistently maintain a 94% renewal retention rate through proactive servicing and strategic relationship management.
- Serve as the primary intermediary between agency partners and internal underwriting departments to ensure seamless policy renewals and account maintenance.
- Partner with agents to analyze and execute target premium strategies, collaborating with Underwriting (UW) to achieve financial goals.
Golf Caddy
Calusa Pines Golf Club
Naples, FL
12.2020 - 01.2024
- Delivered a premium guest experience at a top-tier private club, assisting HNW members with tactical course management and on-property decision-making.
Assistant Manager / Golf Caddy
Pikewood National Golf Club
Morgantown, WV
05.2019 - 08.2023
- Oversaw daily operations including employee pairings and payroll completion.
- Provided technical course expertise and high-level service to member groups.
Education
Bachelor of Science - Exercise Physiology
West Virginia University
Morgantown, WV12-2020
Skills
- Florida 2-20 General Lines License
- Portfolio Management: Renewal Strategy, Risk Assessment, and Account Servicing
- Strategic Liaison: Expert at bridging communication between underwriting teams and appointed agents
- Market Focus: High-Net-Worth (HNW) relationship management and retention
- Customer service
- Customer relationships
- Client relationship building
Additional Experience
- Library IT Assistant, West Virginia University | 2018 – 2020
- STEM Ambassador, West Virginia University | 2018
Timeline
Associate Account Executive
Chubb Insurance (Chubb Insurance Solutions Agency)
06.2024 - Current
Golf Caddy
Calusa Pines Golf Club
12.2020 - 01.2024
Assistant Manager / Golf Caddy
Pikewood National Golf Club
05.2019 - 08.2023
Bachelor of Science - Exercise Physiology
West Virginia University