HNW and Personal line Account Executive

Location, Holbrook, NY (100%remote)

Work Week: Hybrid preferred, 100% remote or in-office OK

Salary $80-100,000 + Benefits, Bonus and commission 

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 middle-income clients
• Experience
• 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-worth client experience
• Working knowledge of EPIC, MS Word, Excel and carrier websites
• Excellent communication and organizational skills, detailed oriented 

Contact Fred Gorman at 6315884200 or Fred@GormanPersonnel.com

Contact Terry Sanders at-516-496-4573 or arielpc@optonline.net