9 дней назад
Senior Personal Lines High Net Worth Account Executive (Insurance)
90 000 - 150 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Personal Lines High Net Worth Account Executive (Insurance): Managing personal insurance programs for high-net-worth clients through exposure reviews, coverage recommendations, renewals, and proactive client service with an accent on risk assessment, relationship management, and complex coverage issues. Focus on evaluating assets and loss experience, coordinating with carriers and internal teams, and maintaining accurate policy data in Applied EPIC.
Location: 333 Earle Ovington Blvd, Uniondale, New York; hybrid role with on-site presence required
Salary: $90,000–$150,000 base compensation annually
Company
is a global fintech and insurance services company providing customized insurance, reinsurance, payroll, benefits, cybersecurity, and mortgage solutions.
What you will do
- Build trusted advisor relationships with high-net-worth personal insurance clients.
- Review client assets, exposures, loss experience, and existing coverage, then recommend appropriate insurance products and services.
- Manage proactive day-to-day service, renewals, retention, and cross-selling opportunities.
- Coordinate with carriers, underwriters, marketing representatives, producers, claims, accounting, and other internal teams.
- Resolve complex service and coverage issues while providing timely, accurate communication.
- Maintain complete client and policy records in Applied EPIC according to established workflows.
Requirements
- 6–9 years of personal lines insurance experience, including experience with High Net Worth, Ultra High Net Worth, or private clientele.
- Property & Casualty license required.
- Strong organization, time management, attention to detail, communication, and interpersonal skills.
- Ability to work independently and collaboratively, establish credibility, and resolve client concerns professionally.
- Associate’s degree or higher preferred, or equivalent experience.
- Proficiency with Microsoft Office and agency management systems; Applied EPIC experience preferred.
Culture & Benefits
- Hybrid work environment with on-site collaboration and cross-functional partnership.
- Medical, dental, vision, life, and disability insurance.
- Paid sick time, paid time off, holidays, and employee assistance resources.
- 401(k) with immediate vesting, HSA and FSA options, and commuter benefits.
- Paid maternity and paternity leave, including adoptive parents, plus legal and pet insurance options.
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