High Net Worth Account Executive – Personal Lines

Location: Long Island , NY 
Salary: 80k-110k depending on experience 
Employment Type: Full-Time
Reports To: Personal Lines Manager

About Us

Position Summary

They are seeking an experienced High Net Worth Account Executive – Personal Lines to manage and service a sophisticated book of affluent and high-net-worth clients. The ideal candidate will possess extensive experience handling complex personal insurance programs with annual premiums ranging from $20,000 to $100,000+, while delivering concierge-level service and maintaining strong carrier relationships.

This role requires expertise with premier high-net-worth insurance carriers, strong technical coverage knowledge, and the ability to independently manage all aspects of client service, renewals, marketing, and account retention.

Key Responsibilities

• Manage a portfolio of high-net-worth personal lines accounts with annual premiums ranging from $20,000 to $100,000+.
• Serve as the primary point of contact for affluent clients, family offices, and trusted advisors.
• Review coverage needs and identify gaps, exposures, and opportunities for account rounding and enhancement.
• Coordinate policy renewals, remarketing efforts, endorsements, billing inquiries, and claims advocacy.
• Prepare professional insurance proposals, coverage comparisons, and renewal presentations.
• Market accounts to appropriate carriers and negotiate competitive coverage and pricing solutions.
• Maintain strong relationships with underwriting partners and carrier representatives.
• Ensure all client interactions and account activity are accurately documented within the agency management system.
• Deliver exceptional customer service while maintaining high retention levels.
• Stay current on carrier appetite changes, coverage enhancements, and industry trends affecting high-net-worth clients.
• Collaborate with producers and agency leadership to support new business opportunities and account growth.

Required Qualifications

• Minimum 5+ years of Personal Lines insurance experience, with a strong focus on high-net-worth clientele.
• Demonstrated experience managing accounts with annual premiums between $20,000 and $100,000+.
• Extensive knowledge of complex personal insurance programs, including:
  • High-value homes
  • Luxury and collector automobiles
  • Valuable articles and collections
  • Excess liability/Umbrella
  • Secondary residences
  • Watercraft and specialty exposures
• Hands-on experience with:
  • AMS360
  • Microsoft Excel
• Proven experience working with the following carriers:
  • Chubb
  • PURE Insurance
  • The Cincinnati Insurance Company
  • Berkley One
• Strong understanding of coverage analysis, policy forms, underwriting guidelines, and carrier appetite.
• Excellent verbal and written communication skills.
• Ability to prioritize, organize, and manage multiple accounts in a fast-paced environment.
• Active Property & Casualty Insurance License required.

Preferred Qualifications

• Experience working within an independent insurance agency environment.
• Professional insurance designations such as CISR, CIC, CPRIA, or CRM.
• Experience servicing family offices, executives, professional athletes, entertainers, or ultra-high-net-worth individuals.
• Strong carrier marketing and negotiation skills.

Employee Benefits Account Manager

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join our team. This role focuses on managing smaller group accounts (50 lives or less) and requires a professional who is passionate about providing exceptional service and building long-term relationships. The ideal candidate will have a strong background in employee benefits, a proven track record of success, and a desire to grow within a stable and supportive environment.

Compensation Package

• Salary Range: $70,000 - $80,000 annually (up to $85,000 for highly qualified candidates)
• Benefits Offered:
  • Comprehensive health benefits
  • Paid Time Off (PTO)

Responsibilities

• Manage all aspects of employee benefits accounts, including enrollment meetings, renewals, and ongoing client support.
• Conduct enrollment meetings in-person in San Antonio.
• Provide A-Z account management, ensuring client satisfaction and timely resolution of issues.
• Utilize Employee Navigator software to streamline processes (preferred but not required).
• Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency.
• Collaborate with internal teams to deliver seamless service and support.

Qualifications/Requirements

• Experience: Minimum of 8 years of experience in employee benefits account management is highly preferred.
• Education: High school diploma or equivalent is required.
• Licensing: Active Life & Health (L&H) license is mandatory.
• Technical Skills: Familiarity with Employee Navigator software is preferred.
• Work Schedule:
  • Hybrid work model (a few days in the office per week).
  • Initial onsite training required.
  • Hours: Monday - Thursday, 8:00 AM - 5:30 PM; Friday, 8:00 AM - 2:00 PM.
• Personal Attributes:
  • Strong commitment to long-term career growth with the company.
  • Stable work history with minimal job-hopping unless justified by valid reasons.

#LI-EL1

Commercial Lines Account Manager (CL AM)

Job Summary

Fast-growing, dynamic insurance agency with over a decade of success and a strong reputation for excellence. With $18 million in premium and a recent acquisition, we are expanding a team and seeking a dedicated Commercial Lines Account Manager (CL AM) to join a hardworking and career-oriented team. This role offers the opportunity to manage a diverse book of business, primarily focused on contractors and small businesses, while working in a supportive and growth-driven environment.

If you are an experienced insurance professional with a passion for client service and a desire to grow within a thriving agency, we encourage you to apply.

Compensation Package

• Base Salary: $60,000 - $75,000 annually
• Quarterly Bonuses: Approximately $1,000 per quarter, based on the agency's net income
• New Business Commissions: 40%/40% split
• 401(k): 3% match through Paychex
• Health Insurance: 100% employer-paid
• Paid Time Off (PTO): 4 weeks to start
• Flexible Work Arrangements: Hybrid or remote options available for candidates in the Phoenix area

Responsibilities

• Manage a book of business from A-Z, focusing on accounts under $15,000 in premium
• Service and retain existing accounts, ensuring client satisfaction and retention
• Quote new and renewal business as needed
• Collaborate with team members and leverage carrier resources to provide exceptional service
• Maintain accurate records and documentation using AMS360 software

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required
• Experience: 5-10+ years of experience in an independent insurance agency
• Technical Skills: Proficiency in AMS360 software preferred
• Soft Skills: Hardworking, detail-oriented, and client-focused
• Location: Candidates must be based in the Phoenix area; hybrid or remote work arrangements are negotiable

#LI-DD4

Associate Risk Advisor

Job Summary

Seeking a highly motivated and detail-oriented Associate Risk Advisor to join a growing team. This role is ideal for professionals with 3–5 years of experience in commercial lines account management, particularly those who have worked on complex, large open-market accounts. The successful candidate will play a key role in managing a book of business that leans heavily towards real estate accounts, requiring a generalist approach. This position offers the flexibility of a hybrid or fully remote work environment.

Compensation Package

• Salary Range: $85,000–$95,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including 401(k)
• Work Environment: Hybrid or fully remote options available

Responsibilities

• Manage a book of business focused on large, complex real estate accounts (multi-line, multi-location), with account sizes of $500,000+.
• Collaborate with the large account team and servicing support to ensure seamless client service.
• Quote new and renewal business as required.
• Utilize Applied Epic software to manage accounts and ensure accuracy in all documentation.
• Maintain a strong sense of urgency and attention to detail in all tasks.
• Provide exceptional service to clients, ensuring their needs are met promptly and professionally.

Qualifications/Requirements

• Experience: 3–5 years in a Commercial Lines Account Manager or similar role.
• Industry Knowledge: Experience with large, complex real estate accounts and LRO (Landlord Risk Only) is required.
• Software Proficiency: Applied Epic experience is mandatory.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Skills:
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal abilities.
  • A proactive and growth-oriented mindset.
  • High attention to detail and accuracy.
  • Ability to work effectively in a team-oriented environment.

#LI-EL2

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a mid-sized team of 25 professionals. This role is ideal for someone with a strong background in commercial insurance, excellent organizational skills, and a passion for delivering exceptional client service. The position is primarily in-office, with some remote flexibility, and requires proximity within a 30-minute drive of the office.

Compensation Package

• Salary: $60,000 - $80,000 (Dependent on Experience)
• Benefits:
  • Comprehensive medical, dental, and vision insurance (company covers more than half; 100% coverage for vision and dental)
  • 401(k) plan with company match
  • Flexible work schedule: remote work every Wednesday and every other Friday
  • Summer hours: six Fridays with workdays ending at 2:30 PM

Responsibilities

As a Commercial Lines Account Manager, your key responsibilities will include:

• Assisting with marketing and proposal preparation
• Managing the renewal process and reviewing renewal quotes
• Rating and analyzing claims reviews
• Preparing loss summaries and identifying coverage discrepancies
• Interacting with clients regarding policy changes and endorsements
• Making changes to Acord applications in Applied Epic
• Generating certificates of insurance and processing audits
• Performing billing functions and handling policy endorsements
• Utilizing strong Microsoft Word and Excel skills for daily tasks

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 2 years in a similar role; 2-3 years preferred
• Technical Skills:
  • Proficiency in Microsoft Office Suite, particularly Word and Excel
  • Experience with Applied Epic software is a plus
• Other Requirements:
  • Strong attention to detail and organizational skills
  • Ability to work collaboratively with a team and independently
  • Proximity within a 30-minute drive of the office is essential

#LI-MB6

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a team. As a boutique agency, we pride ourselves on delivering exceptional service and building strong relationships with a clients. The ideal candidate will be a team player with an entrepreneurial spirit, a proactive approach, and a passion for providing outstanding customer service. This role offers the opportunity to work in a collaborative environment where personal and professional growth is encouraged.

Compensation Package

• Salary Range: $65,000 - $85,000 annually
• Bonus Opportunities: Based on referrals, cross-sells, and performance reviews at 6 months and 12 months, with potential salary adjustments tied to book growth.
• Benefits:
  • 90% company-paid medical insurance
  • 100% company-paid vision and dental insurance
  • Health Savings Account (HSA) with a $1,500 annual company contribution
  • Company-paid life insurance (1.5x salary, up to $150,000)
  • Short-term and long-term disability coverage
  • Long-term care benefits with buy-up options
  • Business travel accident policy
• Paid Time Off (PTO):
  • Pro-rated accrual of 5 days per quarter in the first year
  • 21 days of PTO after the first year, increasing to 31 days after 5 years

Responsibilities

• Collaborate with a team to handle incoming client inquiries and provide exceptional customer service.
• Manage renewals and focus on retaining existing business.
• Develop and execute marketing plans for personal lines accounts.
• Quote new and renewal business (approximately 35% of daily responsibilities).
• Work with carriers such as Erie, Travelers, Ohio Mutual, and Cincinnati.
• Participate in local client meetings and build strong client relationships.
• Support team members and contribute to a positive and energetic work environment.

Qualifications/Requirements

• Active Property & Casualty (P&C) license is required.
• 3-5 years of experience in personal lines insurance.
• Proficiency with EPIC software is preferred.
• Strong interpersonal and communication skills; must be a people person.
• Energetic, tech-savvy, and entrepreneurial mindset.
• Commitment to core values: Pursue, Solve, Entrepreneurial, Grow, and Steward.
• Ability to work onsite with potential for increased flexibility after one year.
• Willingness to travel locally as needed.
• Background and drug screening required prior to start date.

#LI-CM1

Commercial Lines Account Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive to join a growing team. This role is ideal for a professional with a strong background in servicing existing accounts and generating new business. The position offers flexibility with remote work options, requiring occasional in-office meetings (approximately once a month or as needed) and will play a key role in managing a diverse portfolio of accounts while contributing to the company’s growth.

Compensation Package

• Salary Range: Competitive, with flexibility based on experience (higher than $65K-$85K range for Account Managers).
• Benefits: Comprehensive benefits package, including 401(k) (details to be provided).
• Work Environment: Respectful, collaborative, and growth-oriented culture with a strong emphasis on work-life balance.

Responsibilities

• Manage a generalist book of business, including contractors, construction, landlords, strip malls, restaurants, and more, with account sizes ranging from $25K to $200K.
• Provide end-to-end servicing of accounts, ensuring client satisfaction and retention.
• Develop and maintain strong relationships with existing clients while identifying opportunities for upselling and cross-selling.
• Actively prospect and secure new business opportunities to contribute to the company’s growth.
• Collaborate with internal teams, including CSRs and producers, to deliver exceptional service.
• Utilize HawkSoft software for account management and documentation.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license required.
• Experience: Proven ability to service a book of business and generate new business opportunities.
• Technical Skills: Proficiency in HawkSoft or similar agency management software is preferred.
• Location: Must be based in the Philadelphia, Montgomery, or Bucks County area.
• Work Arrangement: Remote work is acceptable, with the ability to attend in-office meetings at least once a month or as needed.
• Soft Skills: Strong communication, organizational, and relationship-building skills.

#LI-CS1

Underwriting Operations Technician

Job Summary

Seeking a detail-oriented and organized Underwriting Operations Technician to join a team. This role is integral to supporting a underwriting team by processing policies, endorsements, and quotes, ensuring accuracy and efficiency in all transactions. The position offers a hybrid work arrangement after an initial onsite training period.

Compensation Package

• Salary Range: $40,000 - $58,000 annually
• Hybrid work flexibility after training
• Comprehensive benefits package

Responsibilities

• Process policies, endorsements, and quotes to support the underwriting team.
• Review applications and policy change requests for accuracy and completeness.
• Utilize internal systems and rating tools to rate new and renewal business.
• Calculate premiums for new business, endorsements, cancellations, and payment plans.
• Assist underwriters with quotes, renewals, and policy modifications.
• Apply ISO, NCCI, and related manuals for rating and policy interpretation.
• Maintain proficiency in company systems and underwriting tools.
• Communicate with underwriting staff to resolve questions or discrepancies.
• Ensure accurate documentation and timely processing of policy transactions.

Qualifications/Requirements

• Prior experience in commercial property and casualty (P&C) insurance is preferred.
• Familiarity with ISO and NCCI guidelines and regulations is a plus.
• Experience with insurance rating and policy systems is preferred.
• Strong attention to detail and accuracy.
• Ability to read and interpret policy language effectively.
• Excellent organizational and time management skills.
• Strong communication and customer service abilities.
• Proficiency in Microsoft Office applications.

#LI-JJ1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a team. This role is integral to a operations, focusing on managing a book of business, providing exceptional customer service, and ensuring the smooth handling of personal and small commercial insurance accounts. If you have a strong background in insurance, a passion for client service, and the ability to thrive in a dynamic environment, we encourage you to apply.

Compensation Package

• Salary Range: $60,000 - $70,000 annually (exceptional candidates may be considered up to $80,000).
• Benefits: Comprehensive benefits package (details to be provided).
• Work Schedule: Monday to Friday, 8:00 AM - 4:00 PM.
• Remote Work: Not available.
• Travel: No travel required.

Responsibilities

• Manage and service a book of personal lines and small commercial insurance accounts.
• Provide exceptional customer service through phone calls, walk-ins, and other client interactions.
• Handle quoting for new and renewal business.
• Assist with general day-to-day operations, including policy changes, claims assistance, and account reviews.
• Collaborate with top carriers such as AAA, Travelers, Westfield, West Bend, Selective, Safeco, and Progressive.
• Utilize Eclipse software for account management and operations.

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required; additional designations are a plus.
• Experience: Minimum of 5 years of experience in the insurance industry, with exposure to both personal lines and small commercial accounts preferred.
• Technical Skills: Proficiency in Eclipse software or similar platforms is highly desirable.
• Interpersonal Skills: Strong communication and customer service skills, with a focus on building and maintaining client relationships.
• Personality Fit: A positive attitude, adaptability, and a team-oriented mindset are essential.

#LI-RT1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role has been created due to the acquisition of a new book of business, reflecting a continued growth and success. As a Personal Lines Account Manager, you will be responsible for providing comprehensive A-Z servicing of personal lines accounts, including quoting new and renewal business. This is an in-office position, offering the opportunity to work in a laid-back yet professional environment where results and dedication are highly valued.

Compensation Package

• Salary Range: $45,000 - $75,000 (commensurate with experience)
• Benefits: Comprehensive benefits package available (details provided upon request)

Responsibilities

• Manage a book of personal lines accounts, including standard personal lines and potentially some high-net-worth accounts (experience in high-net-worth accounts is not required).
• Handle all aspects of account servicing, including quoting, renewals, endorsements, and policy changes.
• Provide exceptional customer service to clients, ensuring their needs are met promptly and professionally.
• Collaborate with the Commercial Lines Department Manager and other team members to ensure seamless operations.
• Utilize AMS360 software to manage accounts and maintain accurate records.

Qualifications/Requirements

• Licenses: Active 2-20 or 20-44 license is required.
• Experience: Minimum of 3+ years of experience in personal lines account management.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills:
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal abilities.
  • Detail-oriented with a commitment to accuracy.
  • Ability to work independently and as part of a team.
  • Adaptability and a proactive approach to problem-solving.

#LI-TS2