Personal line Account Executive NY?/remote OK

Position: Personal line Account Executive - Holbrook, NY (100%remote OK)
Location: Holbrook
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Personal Line Account Executive - Holbrook, NY (100% remote OK)

Location: Holbrook, NY (100% remote)

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

Salary: $ + 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. • 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 programs. • 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, detail-oriented.

Contact Fred Gorman at or

Contact Terry Sanders at or
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