Personal Lines Insurance, Private Client Advisor - High Net Worth
Lang Insurance - Medford, NY
posted 4 months ago
About the position
We are a High Net-Worth ONLY personal lines insurance agency located in Medford, NY, with plans to move to a larger, newly renovated space in the Islandia, NY area in approximately 4-6 months. The Personal Lines Insurance, Private Client Advisor position is a full-time role that requires an active NYS Property & Casualty License and a minimum of 3 years of experience in an independent insurance agency environment. The ideal candidate will have experience in quoting and creating proposals for various carriers, particularly for high net-worth/private client group accounts. Familiarity with companies such as Chubb, PURE, Cincinnati, and Berkley One is highly desirable. The role involves servicing all aspects of an account, including policy changes across all lines of business, billing, and claims. Candidates should have experience with AMS360 or an equivalent agency management system. While prior high net-worth experience is preferred, we are willing to train a motivated candidate who demonstrates the ability to manage the needs of high net-worth/private client accounts. Salary will be commensurate with experience and knowledge in this specialized field.
Responsibilities
- Quote and create proposals for various insurance carriers.
- Service all aspects of client accounts, including policy changes, billing, and claims.
- Submit applications to E&S companies for hard-to-place risk exposures.
- Utilize AMS360 or equivalent agency management system for account management.
- Manage the needs of high net-worth/private client accounts.
Requirements
- Active NYS Property & Casualty License is required.
- Minimum of 3 years of experience in an independent insurance agency environment.
- Experience with high net-worth/private client group account quoting and servicing.
- Knowledge of submitting applications to E&S companies for hard to place risk exposures.
- Experience with AMS360 or equivalent agency management system.
Nice-to-haves
- Prior experience with companies such as Chubb, PURE, Cincinnati, and Berkley One is preferred.
- Willingness to learn and adapt to the needs of high net-worth clients.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
