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2 дня назад

Personal Lines Private Client Account Executive (Insurance)

80 000 - 120 000$
Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

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Описание вакансии

Текст:
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TL;DR
Personal Lines Private Client Account Executive (Insurance): Managing personal insurance relationships and reviewing client exposures, loss experience, and coverage with an accent on private-client stewardship, renewals, and complex service resolution. Focus on assessing risks, recommending appropriate insurance products, coordinating with carriers and underwriters, and maintaining accurate policy data in EPIC.

Location: Rye Brook, New York, United States; on-site presence required

Salary: $80,000–$120,000 per year

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related services.

What you will do

  • Develop and maintain trusted-advisor relationships with private clients and serve as the primary contact for personal insurance.
  • Review client assets, exposures, loss experience, and current coverage, then recommend appropriate insurance products and services.
  • Provide proactive day-to-day service and communicate changes in insurance programs and market conditions.
  • Manage renewals, maximize client retention, and identify cross-sell opportunities.
  • Coordinate with carriers, underwriters, marketing representatives, assistants, accounting, claims, and producers.
  • Resolve complex service or coverage issues and maintain accurate client and policy records in EPIC.

Requirements

  • 5–7 years of personal lines insurance experience, preferably with high-net-worth or private clientele.
  • Property and Casualty (P&C) license.
  • Proficiency with Microsoft Word and Excel.
  • Excellent verbal and written communication skills.
  • Strong organization, attention to detail, deadline management, customer service, and problem-solving abilities.
  • Comfort with an on-site work presence in Rye Brook, New York.

Culture & Benefits

  • Medical, dental, vision, life, and disability insurance.
  • Paid sick time, paid time off, holidays, and employee assistance resources.
  • 401(k) plan with immediate vesting, HSA, FSA, and commuter benefits.
  • Paid maternity and paternity leave, including adoption-related leave.
  • Fertility benefits, wellness resources, Calm app subscription, legal plan options, and pet insurance.

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