Job Description
We are seeking an experienced High Net Worth or Middle Market Personal Lines Account Executive for one of our Regional Clients. Extremely flexible schedule with 4 days working from home and 1 day in office in NYC. Please see qualifications below:
Essential Duties and Responsibilities:
- Primary Role is to assist busy producer primarily with Personal lines.
- Prepare and send Broker of Record Authorization forms and process with the carriers.
- Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.
- Maintains follow-up and suspense file on outstanding orders, correspondence, renewal expirations and follows up on overdue and suspense items.
- Checks new and renewal policies and endorsements for accuracy in coverage.
- Assists with marketing renewals and new lines of insurance for producer’s accounts.
- Manages billing issues, and tracks cancellations.
- Manage renewal reviews and remarketing when necessary.
Qualifications
- Prior experience with AMS360
- Excel and word proficient
- Current NYS Brokers License
- Extensive personal line underwriting/coverage knowledge, some knowledge of commercial lines, or willing to learn.
- Comprehensive knowledge of various insurance contracts and the coverage they provide, as well as an understanding of company underwriting guidelines.
- Knowledge of Chubb, ACE, Cincinnati, AIG, Travelers, PURE systems in order to secure quotes. The more carriers the better
- Knowledge of Flood Coverage and how to quote and secure policies.
- Ability to secure all required underwriting information from new clients and/or producers to market the account.
- Quote new business and renewals based on risk with one or more carriers.
- Knowledge of running underwriting reports and the ability to interpret the information provided.
- Have a knowledge of high-net-worth clients and their coverage needs.
- Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, self-motivated.
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