Gorman Insurance Personnel Consultants

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Personal line Account Executive - Lake Success, NY

HNW Personal Line Account Executive

4 Positions

Locations New Hyde Park, Garden City & Plainview  

Work Week Hybrid  

Salary $75-100,000 + Benefits 

Our client, a well-known Broker that provides excellent growth potential and superior benefits  seeks a Personal Line Account Executive to support its experience with High-Net Clients and upper middle income clients

Responsibilities

  • Service and manage Personal Line  insurance needs of High-Net Clients and upper middle income clients
  • Experience with  High-Net-Worth Carriers, Chubb, AIG and PURE
  • Extensive knowledge of rating and quoting for all of the above carriers
  • Maintain all client related information, process insurance transactions and communicate with clients and insurance companies relating to clients’ insurance program
  • Assure that coverage is maintained at all times and/or management is notified if there are any potential coverage or pricing issues or any other problems
  • Handle all customer relations and client support services
  • Special projects and other job-related duties as assigned

Requirements

  • New York State P&C broker’s license
  • Minimum 5 years experience in Personal Lines with some prior High-Net-worth client experience
  • Working knowledge of EPIC, MS Word, Excel and carrier websites 
  • Excellent communication and organizational skills, detailed oriented

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To Contact Fred Gorman call 1-631-588-4200 Between 8AM & 9PM or Email Fred@GormanPersonnel.com

To Contact Terry Sanders day or evening call -516-496-4573 or email arielpc@optonl