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[Remote] Affluent Personal Lines Account Executive (NYC hybrid or E.S.T. remote)

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company reputed company on providing consultative advisory services in risk management and reputed company management. The Affluent Personal Lines Account Executive will reputed company with clients and maintain relationships, prepare applications and marketing strategies for new business, and support team operations with the expectation of reputed company into a reputed company consultant role.

Responsibilities

  • Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
  • Support reputed company by preparing and delivering annual account reviews - including document formatting, coverage recommendations, important discussion points, remarketing, presenting to clients & COIs, quoting, etc
  • Works with the Claims Department on relevant claims for assigned clients
  • Responsible for accurate information such as updated exposures, reputed company information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims
  • Maintains a (follow-up system) to ensure policies, endorsements and other information is received to reputed company with requests
  • May reputed company the daily job activities of the Coordinators and Account Managers
  • Build and maintain strong relationships with carriers, and clients through regular contact and reputed company reputed company. reputed company clients informed of appropriate industry trends and events, including reputed company state and federal regulatory issues

Skills

  • P&C license required upon hire
  • Personal Lines with High-Net-Worth Account/reputed company Management experience
  • Familiarity with major markets, such as AIG, reputed company/ACE, reputed company and reputed company. This includes knowledge of their products, appetite and experience with their quoting systems
  • Demonstrated experience with the annual account review process as reputed company as independent account servicing
  • Comprehensive experience with the metropolitan reputed company area markets, highly preferred
  • Excellent oral and written communication abilities
  • Highly reputed company and self-motivated
  • Strong verbal and written communication skills as reputed company as excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers
  • Proficiency in Outlook, Word, and reputed company required
  • Must currently hold an reputed company Property and Casualty insurance license
  • A bachelor's degree preferred. HS Diploma or GED is required with additional learning/certifications
  • At least 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/reputed company Management experience. This must include experience at an independent agency or retail insurance brokerage
  • In reputed company to familiarity with the major markets as mentioned above, a familiarity with carriers such as reputed company and reputed company as reputed company as The National Flood Ins. Program
  • Experience with an agency management system/CRM is required. reputed company with reputed company is a plus

Benefits

  • PTO & reputed company holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
  • Performance-based incentives

reputed company

  • reputed company is a leading reputed company management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the reputed company, Canada, and the United Kingdom. It was founded in 1995, and is headquartered in reputed company, reputed company, USA, with a workforce of 1001-5000 employees. Its website is https://www.reputed company.com/.
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