Account Executive - Personal Lines
- Career Level
- Experienced (Non-Manager)
We are seeking an energetic, client-focused Account Executive to join our Personal Lines team. You will provide day-to-day customer support, which includes assisting high net worth clients in making policy changes as well as educating them about coverage options. This is a full time position based in our Mahwah, NJ headquarters.
Responsibilities and Duties
- Account Executive will manage a "High Net Worth" Personal Lines book of business.
- Personal Lines Account Executive will assist producers with the solicitation of new business and the development of existing accounts.
- Account Executive will analyze and evaluate new risks.
- Personal Lines Account Executive will evaluate client renewals, provide new/renewal quotes, review endorsements and policy changes.
- Account Executive will issue binders, handle non-renewals and cancellations.
- Personal Lines Account Executive will ensure accurate file and data base set up – attach relevant documentation and communications.
Qualifications and Skills
- High School / GED Education required.
- Valid P&C Insurance License required
- 2-5 years account management experience within Personal Lines (High net worth clients).
- Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc.
- Possess excellent written, verbal and organizational skills.
- Must be reliable and possess the ability to work within a team environment.
- Must possess the ability to multi-task and prioritize multiple projects.
- Must possess attention to detail.
- Must be able to keep information confidential.
All applicants applying for job openings must be authorized to work in the United States.
Equal Opportunity Employer M/F/Disability/Vet
We offer a pleasant work environment, long-term career growth potential, competitive salary, excellent benefits and 401k.
Keywords: Account Executive - Account Manager - AM - Customer Service - Customer Service Representative - CSR - Personal Lines - PL - High Net Worth
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