Commercial Lines Account Executive – Remote for NY Candidates
Must hold an active P&C insurance license, know EPIC management system and have contractor experience

Base Salary: $100,000-$120,000

A growing national agency is seeking a Commercial Lines Account Executive – a detail-oriented professional with strong knowledge of commercial lines insurance coverage, including experience with both admitted and non-admitted carriers. This role supports an established book of business and requires strong client service, coverage expertise, and the ability to lead and collaborate effectively.

Responsibilities

• Manage and service an established commercial lines book of business across multiple coverage lines, including construction-related accounts.
• Handle new and renewal business, including coverage reviews, endorsements, and policy accuracy checks.
• Prepare certificates, proposals, policy summaries, and other client documentation.
• Maintain strong client relationships through responsive, high-quality service.
• Support sales efforts and contribute to overall revenue retention and growth.
• Apply problem-solving techniques to issues related to cancellations, claims, renewals, audits, receivables, and carrier communications.
• Work independently or collaboratively to support team goals and operational efficiency.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• Prior experience in a commercial brokerage environment.
• Background managing a diverse commercial lines book of business.
• Strong client-facing and relationship-building skills.
• Experience reviewing insurance contracts for accuracy.
• Proficiency with agency management software (such as TAM or EPIC).

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-JL1

Commercial Lines Team Leader

Job Summary

Seeking an experienced Commercial Lines Team Leader to support the growth and development of a commercial insurance operation. This role combines hands-on account management with leadership responsibilities, focusing on servicing a complex book of business while contributing to process development, operational structure, and long-term strategy. The position requires strong technical expertise, carrier relationships, and the ability to thrive in a fast-paced, growth-oriented environment.

Responsibilities

• Manage the full lifecycle of a commercial lines book of business, including marketing, quoting, binding, renewals, endorsements, billing, and claims coordination.

• Serve as the primary point of contact for clients, providing high-level service and strategic guidance.

• Build and maintain strong relationships with carriers to secure competitive terms, pricing, and coverage solutions.

• Handle complex accounts across multiple industries, including real estate, construction, and contractor segments.

• Develop and implement workflows, processes, and best practices to support operational scalability.

• Support hiring, training, and mentoring of team members as the organization grows.

• Collaborate with leadership on business strategy, market positioning, and growth initiatives.

• Ensure accuracy, compliance, and proper documentation within agency management software.

Qualifications/Requirements

• Minimum of 7 years of commercial lines insurance experience with a strong generalist background.

• Holds an active P&C (Property and Casualty) insurance license.

• Proven experience handling accounts across real estate, construction, and contractor segments.

• Strong knowledge of multiple lines of coverage, including Property, General Liability, Auto, Umbrella/Excess, and Professional lines.

• Experience managing accounts with full-cycle servicing responsibilities.

• Strong marketing and placement experience with both admitted and non-admitted carriers.

• Demonstrated ability to operate in a fast-paced, growth-oriented environment.

• Leadership experience or readiness to step into a team leadership role.

• Excellent communication, organizational, and problem-solving skills.

• Experience with agency management software.

Compensation Package

• Competitive salary commensurate with experience.

• Performance-based bonus opportunities.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-TM1

Commercial Account Manager/Producer/CSR/Operations

Job Summary

Seeking experienced and motivated professionals to join a growing team as Commercial Account Managers, Commercial Producers, Customer Service Representatives (CSR), or Operations Specialists. This is an exciting opportunity to be part of a dynamic and family-oriented organization that specializes in Property & Casualty (P&C) insurance with a focus on commercial lines, particularly in the hospitality and self-storage sectors. The ideal candidate will have a strong background in commercial insurance, a builder mentality, and the ability to thrive in a fast-paced, entrepreneurial environment.

Compensation Package

• Salary Range: $50,000 - $200,000 (commensurate with experience)
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a growing book of business, focusing on hospitality and self-storage accounts ranging from $25,000 to $400,000 in size
• Provide end-to-end servicing of accounts, including quoting new and renewal business (approximately 40% new business, 20% renewals)
• Build and maintain strong client relationships, ensuring high levels of customer satisfaction
• Collaborate with internal teams to improve processes, increase efficiency, and scale operations
• Act as a critical thinker and problem solver, contributing to the growth and success of the organization
• Support the transition from offshore administrative resources and assist in building a robust back-office team

Qualifications/Requirements

• Minimum of 5 years of experience in commercial insurance, with a strong understanding of Property & Casualty lines
• Active 2-20 insurance license is required
• Proficiency in insurance software such as EZLynx; familiarity with AMS360 is a plus
• Proven ability to work independently and take initiative in a resource-limited environment
• Strong critical thinking, problem-solving, and organizational skills
• A builder mentality with a focus on improving processes and scaling operations for long-term success
• Excellent communication and interpersonal skills
• Ability to travel to client sites as needed (for producers only)

#LI-TS2

Responsibilities

As a Senior Commercial Lines Account Manager, you will:

• Manage a portfolio of diverse commercial accounts.
• Handle day-to-day inquiries, endorsements, claims follow-up, and other service requests in a timely and professional manner.
• Identify and evaluate clients' needs to recommend appropriate insurance solutions, ensuring coverage is comprehensive and compliant.
• Develop and maintain strong relationships with clients, carriers, and business partners.
• Provide technical expertise to clients and internal colleagues, explaining policy terms, coverages, and exclusions effectively.
• Assist with marketing new and renewal business by preparing accurate submissions and negotiating terms with underwriters.
• Monitor and ensure compliance with regulations and guidelines, staying informed of industry trends and market changes.
• Contribute to process improvement initiatives, leveraging technology and systems to optimize workflows.

Qualifications

To thrive in this role, you should have:

• A minimum of 5 years of experience handling commercial lines accounts
• A valid and active 2-20 license.
• Proficiency with insurance agency management systems 
• Strong organizational, multitasking, and time-management skills to meet deadlines in a fast-paced environment.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong client and carrier relationships.
• A customer-focused mindset with a proactive approach to problem-solving.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• A commitment to continuous learning and development, keeping up with emerging industry trends.

#LI-KR1

Renewal Account Executive

Job Summary

Seeking a highly motivated and experienced Renewal Account Executive to manage a diverse book of business, including Property, Casualty, and Construction accounts. This role requires a strong understanding of the insurance industry and the ability to adapt to established processes that ensure smooth operations. The ideal candidate will be detail-oriented, client-focused, and capable of handling a generalist portfolio. This is a hybrid position, with a preference for candidates based near Melville, though exceptional candidates from outside the area will also be considered.

Compensation Package

• Competitive base salary: $140,000 - $150,000
• Comprehensive benefits package
• Opportunities for professional growth and development

Responsibilities

• Manage a large and diverse book of business, including Property, Casualty, and Construction accounts.
• Build and maintain strong relationships with clients, ensuring their needs are met and expectations exceeded.
• Collaborate with internal teams to ensure seamless service delivery and adherence to established processes.
• Identify opportunities for account growth and renewal, driving client retention and satisfaction.
• Stay informed about industry trends and regulatory changes to provide expert guidance to clients.

Qualifications/Requirements

• Proven experience in the insurance industry, with a strong understanding of Property, Casualty, and Construction lines.
• Ability to manage a generalist book of business effectively and efficiently.
• Strong interpersonal and communication skills, with a client-focused approach.
• Adaptability to learn and work within established processes.

#LI-TM1

Senior Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Executive to join a team. This role is pivotal in managing a diverse book of business, primarily focused on mid-to-large accounts in the construction, manufacturing, and mixed industries. The ideal candidate will bring expertise in handling complex accounts, including OCCIP, CCIP, and builder’s risk policies, while delivering exceptional service to clients. This is a hybrid position, offering a balance of in-office collaboration and remote work flexibility.

Compensation Package

• Salary: Up to $130,000 annually, based on experience and qualifications.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a $2.5MM book of business, focusing on mid-to-large accounts in construction, manufacturing, and related industries.
• Provide exceptional service to clients, including policy servicing, renewals, and addressing inquiries.
• Collaborate with producers and assistants to ensure seamless account management.
• Handle marketing responsibilities as needed, working closely with the Marketing Director to identify appropriate markets.
• Quote new and renewal business, with a focus on maintaining and growing client relationships.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience:
  • Proven expertise in managing construction accounts, including OCCIP, CCIP, and builder’s risk policies.
  • Experience with mid-to-large accounts is essential.
• Software Proficiency: Familiarity with EPIC software is preferred.
• Skills:
  • Strong organizational and communication skills.
  • Ability to work collaboratively in a team-oriented, family-focused environment.
  • Detail-oriented with a commitment to delivering high-quality service.
• Education: Relevant educational background or equivalent professional experience.

#LI-JL1

Senior Private Client Advisor / Personal Lines Account Executive

Overview: We are seeking a licensed Advisor who is experienced in working with high net worth and ultra-high net worth individuals, providing consulting services, and maintaining strong client relationships.

Responsibilities:

• Meet with clients on a regular basis to understand and address their needs
• Maintain and grow client relationships to generate revenue for the office
• Work with HNW/Ultra HNW clients with assets such as multi-assets, planes, yachts, fine art, and jewelry
• Provide consulting services to clients in a client-facing role

Qualifications:

• Experience in a client-facing role with high-net-worth individuals
• 5-7 years of experience working with HNW clients
• 220 license required
• Strong understanding of HNW assets such as multi-assets, planes, yachts, fine art, and jewelry

Day-to-day: The role offers a hybrid remote schedule with 2 days in the office. The salary ranges from $85k-$120k with additional bonuses based on performance and growth targets.

Benefits:

• Quarterly bonus
• Annual bonus based on growth targets
• Annual team retention bonus
• 401(k) plan
• Flexible work schedule

#LI-KR1

Employee Benefits Account Executive

Job Summary

Seeking a dedicated and service-oriented Employee Benefits Account Executive to join a team.

Compensation Package

• Salary Range: $75000-80000 + bonus opportunities
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Manage and maintain client relationships with a focus on employee benefits renewals.
• Provide exceptional service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with internal teams to ensure seamless delivery of benefits solutions.
• Stay informed about industry trends and regulatory changes to provide clients with up-to-date guidance.
• Assist in the preparation and presentation of renewal proposals.
• Maintain accurate and organized client records and documentation.

Qualifications/Requirements

• Proven experience in employee benefits account management or a related field.
• Strong customer service skills with a client-first mindset.
• Excellent communication and interpersonal abilities.
• Detail-oriented with strong organizational and time-management skills.
• Ability to work both independently and collaboratively in a team environment.
• Proficiency in relevant software and tools for account management and communication.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

#LI-JS1

Executive Employee Benefits Account Manager (EBAM)

Job Summary

Seeking a dedicated and experienced Executive Employee Benefits Account Manager (EBAM) to join a team. This role is not a straight producer position but focuses on managing and nurturing existing client relationships, handling renewals, and supporting warm leads. The ideal candidate will be client-facing, capable of managing accounts from A-Z, and experienced in self-funded benefits. This is a hybrid role, offering a mix of in-office and remote work, with most travel being local and occasional virtual client meetings.

Compensation Package

• Base Salary: $65,000 - $85,000 (commensurate with experience)
• Bonus Opportunities: New business commission negotiable, end-of-year performance-based bonuses (up to $4,000, prorated based on start date)
• Profit Sharing: Employee holding shares with longevity.
• Benefits:
  • 90% of employee premium covered; 50% for spouse and children (Medical, Dental, Vision)
  • Group Life and LTD insurance fully paid
  • 50% reimbursement for YMCA membership
  • HSA contributions for HDHP participants
• Paid Time Off: Two weeks' notice required for start, with flexibility for the right candidate

Responsibilities

• Manage a portfolio of 50+ client accounts, ranging from small to large groups
• Handle renewals, quoting, enrollments, and open enrollment support
• Serve as the primary client contact, addressing claims questions, terms for new hires, and other inquiries
• Conduct client meetings in person (using company vehicles) or virtually, as needed
• Collaborate with internal support teams to ensure seamless client service
• Work with warm leads provided by Commercial Producers or other sources
• Utilize agency management systems such as Partner Platform and Navigator

Qualifications/Requirements

• Proven experience in employee benefits account management, including self-funded benefits
• Strong client-facing skills with the ability to build and maintain relationships
• Proficiency in agency management systems (e.g., Partner Platform, Navigator, Ease)
• Excellent organizational and communication skills
• Ability to manage multiple accounts and prioritize tasks effectively
• Flexibility to work in a hybrid environment (3 days in-office, 2 days remote)
• Local travel required; must have a valid driver’s license

#LI-BO1

Risk Placement Specialist

Job Summary

Seeking a highly motivated and experienced Risk Placement Specialist to join a team. This role is ideal for a professional with a strong background in insurance, a deep understanding of market appetites, and a passion for carrier-facing and quoting activities. The successful candidate will excel in problem-solving, demonstrate persistence, and thrive in a collaborative, face-to-face office environment. This position is a hybrid role, requiring 2-3 days in the office weekly.

Compensation Package

• Salary Range: $75,000 - $100,000 annually, commensurate with experience.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Develop and maintain strong relationships with carriers to facilitate favorable outcomes for clients.
• Quote new and renewal business, ensuring competitive and accurate pricing.
• Identify and understand market trends, carrier appetites, and opportunities to meet client needs.
• Collaborate with internal teams to ensure seamless communication and efficient workflows.
• Attend carrier meetings twice a week to foster relationships and negotiate terms.
• Provide support to account managers and other team members as needed.
• Handle complex insurance placements and ensure timely resolution of issues.

Qualifications/Requirements

• Experience: Minimum of 3 years in the insurance industry, with a focus on marketing, account management, or risk placement.
• Licenses/Certifications: Property & Casualty (P&C) license required.
• Technical Skills: Proficiency in Applied Epic and familiarity with carrier websites.
• Soft Skills:
  • Strong problem-solving abilities.
  • Persistent and results-driven mindset.
  • Excellent interpersonal and communication skills.
  • Ability to work collaboratively in a team environment.
  • Detail-oriented with strong organizational skills.
• Education: Bachelor’s degree preferred but not required.

#LI-RM10