Commercial Lines Account Executive

Job Summary

Seeking an experienced and driven Commercial Lines Account Executive to join a team. This role is ideal for a professional with a background in Middle Market accounts who is looking to bring their expertise to a dynamic and growing organization. The successful candidate will play a key role in managing and servicing a portfolio of commercial clients, ensuring their insurance needs are met with the highest level of professionalism and care.

Compensation Package

• Salary Range: $90,000 - $110,000 annually
• Maximum Salary: Up to $125,000 annually for highly qualified candidates
• Comprehensive benefits package, including health insurance and paid time off
• Opportunities for professional development and career advancement

Responsibilities

• Manage and service a portfolio of Middle Market commercial accounts, ensuring client satisfaction and retention.
• Develop and maintain strong relationships with clients, carriers, and internal teams.
• Provide expert advice and tailored insurance solutions to meet the unique needs of each client.
• Handle policy renewals, endorsements, and claims management with accuracy and efficiency.
• Stay informed about industry trends, market conditions, and regulatory changes to provide clients with up-to-date information.
• Collaborate with sales and underwriting teams to identify opportunities for growth and cross-selling.

Qualifications/Requirements

• Proven experience in Commercial Lines insurance, with exposure to Middle Market accounts.
• Strong knowledge of insurance products, policies, and regulations.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Detail-oriented with strong organizational and time-management abilities.
• Proficiency in insurance management systems and Microsoft Office Suite.
• Relevant insurance licenses or certifications are preferred.

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Employee Benefits Assistant Account Executive 📍 Nassau County, NY | Hybrid schedule: 3 days in office, 2 days remote

A top national retail P&C brokerage is seeking a Life & Health-licensed professional to join its Employee Benefits team as an Assistant Account Executive. This is a great opportunity for someone with a strong service mindset who wants to build a career supporting employer-sponsored benefits programs.

What you’ll do

What we’re looking for

Work arrangement This role is based in Nassau County, NY, with a hybrid schedule of three days in the office and two days working remotely. Remote flexibility may be available.

Interested? Apply through LinkedIn to learn more about the opportunity.

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Assistant Account Executive

Job Summary

Seeking a highly motivated and detail-oriented Assistant Account Executive to join a team. This role offers an exciting opportunity to work in a family-oriented, flexible, and efficient environment within the construction insurance industry. As an Assistant Account Executive, you will play a key role in supporting a team by managing accounts, processing policies, and ensuring exceptional service to a clients. This position is ideal for a professional with a strong understanding of General Liability and Excess Policies in the construction space and a passion for delivering high-quality results.

Compensation Package

• Salary: $80,000 - $100,000 annually, with a commission structure based on renewal accounts.
• Benefits: Competitive benefits package, paid time off, professional development opportunities, etc.
• Work Arrangement: Hybrid model after training (initially onsite, transitioning to 1-2 days work-from-home per week based on tenure and performance).
• Equipment: Company-provided equipment for remote work.

Responsibilities

• Assist with managing a book of business valued at $20 million, focusing on accounts ranging from $300,000 to $2 million.
• Support renewal processes by sending out renewal emails, following up on documentation, and updating underwriting analysis.
• Process endorsements, policies, forms, and tax filings as needed.
• Prepare proposals and create finance agreements.
• Maintain and update client records, ensuring accuracy and compliance.
• File documents and emails from insureds and agents.
• Occasionally make outbound calls to agents to follow up on pending items.
• Assist with quoting new and renewal business, with a focus on renewals initially and gradual involvement in new business accounts.

Qualifications/Requirements

• Licenses: Property & Casualty (P&C) license required.
• Experience: Minimum of 5+ years of experience in a similar role, preferably within the construction insurance sector.
• Technical Skills: Proficiency in Applied EPIC and TAM software.
• Knowledge: Strong understanding of General Liability and Excess Policies in the construction space.
• Soft Skills: Excellent organizational skills, attention to detail, and the ability to work collaboratively in a small, family-oriented team environment.

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Job Title: Senior Commercial Insurance Account Manager

Job Summary

Seeking an experienced Senior Commercial Insurance Account Manager to manage and grow a portfolio of commercial insurance accounts. This role involves building robust client relationships, delivering exceptional service, and fostering long-term client satisfaction. The ideal candidate will have strong organizational skills, deep knowledge of the commercial insurance sector, and a proactive, solutions-oriented approach to excel in a fast-paced, client-focused environment.

Responsibilities

• Develop and maintain strong relationships with new and existing commercial insurance clients.
• Manage a portfolio of commercial insurance accounts, ensuring coverage adequacy and timely resolution of client inquiries.
• Collaborate with underwriters, carriers, and team members to negotiate favorable policy terms, conditions, and premiums.
• Conduct risk assessments and recommend comprehensive insurance solutions to meet client needs.
• Oversee account reviews, including policy renewals, endorsements, and adjustments.
• Stay current on insurance products, market trends, and regulations to provide expert advice.
• Lead the claims management process, ensuring smooth and efficient resolution.
• Identify growth opportunities through cross-selling and upselling insurance products and services.
• Deliver presentations and detailed reports to clients, outlining performance, trends, and recommendations.
• Mentor and support junior account managers as required, promoting a collaborative team culture.

Qualifications/Requirements

• Educational background: Bachelor’s degree in Business Administration, Finance, Insurance, or a related field preferred OR equivalent professional experience.
• Experience: At least 5-7 years managing commercial insurance accounts.
• Proven expertise in client service, relationship management, and achieving growth targets.
• Licensing: Current and active Property and Casualty (P&C) insurance license required.
• Strong understanding of commercial insurance lines, including property, liability, and workers’ compensation.
• Excellent communication skills (verbal and written) for effectively addressing complex topics.
• Proficient in utilizing insurance management platforms, tools, and Microsoft Office Suite applications.
• Strong organizational, analytical, and problem-solving skills.
• Ability to work collaboratively within a team environment while independently managing responsibilities with professionalism.

Preferred Qualifications

• Experience managing large or complex commercial insurance accounts.
• Specialized certifications or advanced knowledge of niche insurance products or industries.
• Proven adaptability to evolving market conditions and diverse client needs.

Benefits and Opportunities

• Salary: $120K+ (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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.

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Commercial Lines Senior Account Manager

Job Summary

Seeking a highly experienced and motivated Commercial Lines Senior Account Manager to join a growing team. This is an in-office, full-time position where you will play a critical role in managing client accounts, providing advanced technical expertise, and delivering exceptional service. If you have a deep understanding of Commercial Property & Casualty Insurance and a passion for client success, we encourage you to apply.

Compensation Package

• Salary: $100,000 – $125,000 annually
• Benefits:
  • Comprehensive medical benefits
  • Paid Time Off (PTO)
  • Paid holidays

Responsibilities

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

• Maintaining a 92% retention rate for client accounts.
• Providing advanced technical expertise in analyzing client needs, coverage forms, and quotations for new and renewal business.
• Managing all aspects of Commercial Lines Property & Casualty Insurance, including occasional client visits.
• Designing and managing the service platform to ensure client satisfaction.
• Preparing marketing submissions, analyzing carrier quotes, and making insurance program recommendations.
• Ensuring timely and professional responses to underwriters and adherence to best practices.
• Preparing proposals, summaries of insurance, and stewardship reports.
• Maintaining renewal expirations to avoid lapses in coverage.
• Adhering to credit and collection policies, invoicing standards, and risk management programs.
• Maintaining accuracy in agency management systems and adhering to AMS360 workflows.
• Assisting clients with claims submissions and providing guidance on coverage options.

Qualifications/Requirements

To be successful in this role, you should meet the following qualifications:

• Experience: Minimum of 15 years in a Commercial Property & Casualty Insurance Agency with a comprehensive understanding of coverages, underwriting, and rating concepts.
• Education: College degree preferred.
• Licensing: Must hold a New York State Property & Casualty insurance license or obtain one within an agreed timeframe.
• Certifications: Industry designations such as ARM, CIC, or CPCU are preferred, or a willingness to pursue further industry certifications.
• Skills:
  • Strong organizational and time management skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency in analyzing and comparing insurance coverage options.
  • Familiarity with AMS360 workflows and document management systems.
• Physical Requirements:
  • Ability to sit or stand for extended periods (6-8 hours per day).
  • Frequent use of hands and fingers for typing and computer-related tasks.
  • Ability to view a computer screen for prolonged periods.
  • Ability to hear and understand speech in person and over the phone.

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Private Client Risk Manager – High-Net-Worth

Job Summary

Seeking a knowledgeable and client-focused Private Client Risk Manager to support a growing private client insurance practice. This role focuses on advising high-net-worth individuals and families, identifying potential exposures, and developing comprehensive insurance and risk management strategies tailored to their needs.

The ideal candidate will have a strong background in personal lines insurance, excellent relationship-building skills, and a consultative approach to client service. Professionals with middle-market or standard personal lines experience who are interested in transitioning into high-net-worth insurance are encouraged to apply.

This position offers remote work opportunities and the ability to contribute to the continued growth of a national private client practice.

Responsibilities

• Develop and maintain trusted relationships with high-net-worth individuals and families, gaining a thorough understanding of their assets, exposures, and insurance needs.

• Conduct comprehensive coverage reviews to identify potential gaps and recommend customized insurance and risk management solutions.

• Evaluate complex personal insurance exposures, including high-value homes, automobiles, fine art, collections, watercraft, and other valuable assets.

• Collaborate with Account Executives, Producers, and insurance carrier partners to develop and implement effective client strategies.

• Support renewal planning, account reviews, and client meetings to ensure appropriate coverage and continued client satisfaction.

• Provide guidance and assistance during claims and other complex or time-sensitive insurance matters.

• Stay informed about insurance market trends, carrier offerings, and emerging risks affecting affluent clients.

• Deliver exceptional, high-touch client service while maintaining strong professional relationships.

• Contribute to the growth and development of the private client practice through collaboration and strategic client advisory services.

Qualifications/Requirements

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

• Previous experience in a retail insurance brokerage, preferably in personal lines insurance or risk management.

• Experience working with high-net-worth individuals, family offices, or specialized personal insurance exposures is preferred but not required.

• Candidates with middle-market or standard personal lines insurance experience are encouraged to apply.

• Strong understanding of personal insurance products, coverage structures, and risk management principles.

• Excellent communication, interpersonal, and relationship-building skills.

• Ability to assess complex insurance needs and clearly communicate coverage recommendations.

• Strong organizational skills, attention to detail, and sound professional judgment.

• Collaborative, service-oriented mindset with a commitment to delivering exceptional client experiences.

• Ability to work independently in a remote environment while collaborating effectively with internal teams and external partners.

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.

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Private Client Account Executive – High-Net-Worth

Job Summary

Seeking a dedicated and client-focused Private Client Account Executive to support a growing private client insurance practice specializing in high-net-worth individuals and families. This role focuses on delivering exceptional service, managing complex personal insurance accounts, and building strong relationships with clients, producers, and carrier partners.

The ideal candidate will have a background in personal lines insurance, strong organizational and communication skills, and an interest in developing expertise in high-net-worth insurance. Candidates with middle-market or standard personal lines experience who are interested in transitioning into private client services are encouraged to apply.

This position offers remote opportunities and the ability to contribute to an expanding private client practice.

Responsibilities

• Manage day-to-day servicing of a portfolio of personal lines insurance accounts, ensuring a high level of client satisfaction.

• Develop and maintain strong relationships with clients, producers, insurance carriers, and referral partners.

• Handle policy renewals, endorsements, coverage reviews, and new business submissions.

• Coordinate with insurance carriers to obtain quotes, negotiate coverage terms, and resolve service-related issues.

• Identify potential coverage gaps and recommend appropriate insurance solutions based on client needs.

• Collaborate with producers and risk managers to deliver a comprehensive, high-quality client experience.

• Provide proactive communication and timely responses to client inquiries and service requests.

• Maintain accurate client records and policy documentation in agency management software.

• Ensure compliance with established brokerage procedures and industry regulations.

• Support the continued growth and development of the private client insurance practice.

Qualifications/Requirements

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

• Previous experience in a retail insurance brokerage, preferably within personal lines insurance.

• Experience servicing middle-market, high-net-worth, or complex personal insurance accounts preferred.

• Familiarity with personal insurance products, including homeowners, auto, umbrella, and specialty coverages.

• Strong client service, relationship management, and communication skills.

• Excellent organizational abilities with strong attention to detail.

• Ability to manage multiple accounts, deadlines, and competing priorities effectively.

• Proficiency with agency management software and standard business applications.

• Collaborative, proactive approach to problem-solving and client servicing.

• Interest in expanding knowledge of high-net-worth personal insurance solutions.

• Experience working with high-net-worth clients, family offices, or specialized coverages such as fine art insurance is a plus but not required.

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.

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Ultra-High-Net-Worth Personal Lines Account Executive

Job Summary

We are seeking a seasoned Ultra-High-Net-Worth (UHNW) Personal Lines Account Executive to join a prestigious insurance brokerage. This role involves managing and servicing a sophisticated portfolio of affluent and ultra-affluent clients, delivering exceptional white-glove service, and providing customized insurance solutions.

The ideal candidate will have extensive experience handling complex personal insurance portfolios, including accounts generating $25,000 or more in annual revenue. This is a unique opportunity for a professional who thrives in a relationship-driven environment and understands the expectations of an exclusive clientele.

Compensation Package

• Competitive Salary: No upper limit for the right candidate.
• Comprehensive benefits package, including health insurance and more.
• Opportunities for professional growth and development within a highly respected organization.

Responsibilities

• Manage and service a portfolio of high-net-worth and ultra-high-net-worth personal insurance accounts.
• Handle sophisticated client accounts, including those generating $25,000+ in annual revenue per account.
• Serve as the primary point of contact for clients, delivering exceptional white-glove service and personalized insurance solutions.
• Oversee complex personal insurance portfolios, including luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles.
• Conduct comprehensive coverage reviews, identify potential gaps, and recommend appropriate risk management strategies.
• Manage the full renewal process, including coverage analysis, remarketing, carrier negotiations, and client presentations.
• Develop and maintain strong relationships with clients, carrier underwriters, wealth advisors, family offices, and other professional partners.
• Negotiate with leading high-net-worth insurance carriers to secure competitive pricing, comprehensive coverage, and favorable policy terms.
• Coordinate policy endorsements, coverage changes, new business submissions, and complex account servicing needs.
• Provide claims advocacy and coordinate with carriers to ensure a seamless client experience.
• Proactively identify opportunities to enhance coverage, strengthen client relationships, and improve account retention.
• Maintain accurate client documentation and account records within the agency management system.

Qualifications/Requirements

• 7+ years of Personal Lines insurance experience, with a strong focus on high-net-worth and ultra-high-net-worth clientele.
• Proven experience managing individual client accounts generating at least $25,000 in annual agency revenue.
• Strong knowledge of luxury residential properties, high-value automobiles, umbrella/excess liability, fine art, jewelry, and other specialized personal insurance exposures.
• Experience working with premier Private Client insurance carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Berkley One, and Vault.
• Familiarity with the New York City and Tri-State high-net-worth insurance marketplace.
• Experience servicing sophisticated clients with multiple properties, substantial assets, and complex coverage requirements.
• Excellent communication, relationship management, organizational, and problem-solving skills.
• Ability to independently manage a portfolio while delivering exceptional client service.
• Active Property & Casualty insurance license.

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Ultra-High-Net-Worth Personal Lines Account Executive

Job Summary

Seeking an experienced Ultra-High-Net-Worth (UHNW) Personal Lines Account Executive to join a prestigious insurance brokerage. This role involves managing and servicing a sophisticated portfolio of affluent and ultra-affluent clients, delivering exceptional white-glove service, and providing customized insurance solutions.

The ideal candidate will have extensive experience working with high-net-worth individuals, families, and complex personal insurance portfolios, including accounts generating $25,000 or more in annual revenue. This is an excellent opportunity for a seasoned professional who thrives in a relationship-driven environment and understands the expectations of an exclusive clientele.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities.

Responsibilities

• Manage and service a portfolio of high-net-worth and ultra-high-net-worth personal insurance accounts.
• Handle sophisticated client accounts, including those generating $25,000+ in annual revenue per account.
• Serve as the primary point of contact for clients, providing exceptional white-glove service and personalized insurance solutions.
• Oversee complex personal insurance portfolios, including luxury homes, high-value properties, secondary residences, personal excess liability, fine art, jewelry, collectibles, and luxury automobiles.
• Conduct comprehensive coverage reviews, identify potential gaps in protection, and recommend appropriate risk management strategies.
• Manage the full renewal process, including coverage analysis, remarketing, carrier negotiations, and client presentations.
• Develop and maintain strong relationships with clients, carrier underwriters, wealth advisors, family offices, and other professional partners.
• Negotiate with leading high-net-worth insurance carriers to secure competitive pricing, comprehensive coverage, and favorable policy terms.
• Coordinate policy endorsements, coverage changes, new business submissions, and complex account servicing needs.
• Provide claims advocacy and coordinate with carriers to ensure a seamless client experience.
• Proactively identify opportunities to enhance coverage, strengthen client relationships, and improve account retention.
• Maintain accurate client documentation and account records within the agency management system.

Qualifications/Requirements

• 7+ years of Personal Lines insurance experience, with a strong focus on high-net-worth and ultra-high-net-worth clientele.
• Proven experience managing individual client accounts generating at least $25,000 in annual agency revenue.
• Strong knowledge of luxury residential properties, high-value automobiles, umbrella/excess liability, fine art, jewelry, and other specialized personal insurance exposures.
• Experience working with premier Private Client insurance carriers such as Chubb, PURE, AIG Private Client, Cincinnati, Berkley One, and Vault.
• Familiarity with the New York City and Tri-State high-net-worth insurance marketplace.
• Experience servicing sophisticated clients with multiple properties, substantial assets, and complex coverage requirements.
• Excellent communication, relationship management, organizational, and problem-solving skills.
• Ability to independently manage a portfolio while delivering exceptional client service.
• Active Property & Casualty insurance license.

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