Account Executive / Account Manager - Property & Casualty

Pearl River, New York
Commensurate with experience
Jun 04, 2018
Aug 03, 2018
Job Type
Full Time

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.
  • P&C 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.
  • P&C 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 - Property & Casualty - Property - Casualty - P&C - Agency Side - Agent - Brokerage

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