High Net Worth Account Executive

The Jonus Group • Hewlett, NY

1d • Hybrid

About The Position

Our National Client out of Nassau County is seeking a High Net Worth/Personal Lines Account Executive with a hybrid office schedule! This role involves managing a full book of business, which can consist of standard, high-end, or a mix of clients. Responsibilities include client communication, policy renewal reviews and adjustments, negotiating with underwriters, quoting, and handling policy endorsements, ID cards, and mortgage requests. A PL assistant will support with certain endorsement tasks, and an outsourcing team will also be available. Collaboration with the department assistant, outsourcing team, claims department, and coworkers is essential for daily task completion.

Requirements

• Experience working on a high-end book of business is a plus
• Experience working with a mix of high end and standard book of business
• Knowledge of Applied EPIC is a plus but will train/not required
• Adhering to an established simplified workflow through the management system (EPIC)
• Knowledge of major carrier underwriting and interface, such as the Travelers, Progressive, Safeco, Plymouth Rock, Safeco, Chubb, PURE, Cincinnati, Berkley One and others
• Able to handle a full book of business consisting of either standard, high-end business, or a mix.

Nice To Haves

• Experience working on a high-end book of business
• Knowledge of Applied EPIC

Responsibilities

• Speaking and emailing insureds as they contact you and reaching out proactively
• Reviewing policy renewals and making changes as needed
• Contacting company underwriters to review/negotiate certain policy coverages and premiums
• Regularly quoting and navigating various company websites
• Transacting endorsements if needed
• Reviewing monthly expiration reports and communicating with the PL manager and assistant
• Transacting policy endorsements, ID Cards, mortgage requests, and other tasks as needed
• Communicating with the department assistant, outsourcing team, claims department, and co-workers regarding daily tasks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed