Personal Lines Account Executive

Personal Lines Account Executive

Brooklyn , NY

The salary range for this position is based on the individual’s experience and tenure and

ranges from $65,000-$90,000 a year.

Job Summary:

The ideal candidate will be a service-oriented individual with high personal standards for ethical

conduct and a hands-on work style. This position requires an individual who is comfortable

working at a varying pace, addressing multiple tasks and deadlines simultaneously, adjusting

priorities often, and managing frequent interruptions. In our highly collaborative environment, a

commitment to teamwork and effective communication is essential. This means that the desired candidate will be able to clearly communicate both internally with our team and externally with our clients and carriers.

Compensation and Benefits:

Amazing Benefits packages are available including (Competitive pay with a bonus structure) 401k with match, Health, Dental, Vision, and Prescription Insurance, Employee Assistance Program, HSA/FSA, 10k Life Insurance Policy, Ongoing training and Educational opportunities, Executive Coaching, building events such as spring walking challenges and holiday BBQs/Potlucks, Paid time off policy, Paid holidays, Paid family leave benefit.

Education and Experience:

• 10 + years experience in a Personal Lines Account Executive Position
• Strong understanding of Property & Casualty insurance
• Must hold a property & casualty insurance license
• Comfortable with internet-based programs and Microsoft Office products
• Knowledge of AMS is preferred but not required
• You enjoy problem-solving with great, customer-service-minded solutions
• Teamwork is part of your DNA, and you are looking for an excellent opportunity to be a part of a team, learn from senior team members, and have a great career path
• You have excellent communication skills (verbal & written) and are dependable in getting the job done

Duties and Responsibilities:

• Gather rates from carriers, working efficiently to prepare new business proposals for personal lines prospects, and assisting writing producers with application submission and policy issues.
• Assist clients with the renewal process independently, reviewing policies for correct coverage, soliciting rewrite quotes when necessary, and ensuring a smooth transition when moving policies to a new carrier.
• Handling direct and agency-billed annual renewals
• Processing endorsements, accords, applications, and claims
• Review client’s existing accounts for coverage recommendations
• Partake in weekly team meetings and monthly department meetings
• Ensure high levels of customer service interactions
• Work with agency producers with customer service-related task
• Ensure customers have the right coverage while identifying and resolving customer conflicts

Skills and Abilities:

• Knowledge of all areas of Personal Lines most notably high net-worth homes
• Knowledge of proposal building for presentation to client
• Ability to work independently and anticipate client and team needs.
• Effective time management and decision-making skills
• Diligent follow-up skills
• Ability to express ideas clearly in both written and oral communications.

We are an Equal Opportunity Employer!

Job Type: Full-time

Pay: $65,000.00 – $90,000.00 per year

Benefits:

• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Insurance sales: 1 year (Preferred)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: In person