Affluent Personal Lines, Sr. Account Executive; NY​/NJ hybrid or Remote

Employer Industry: Insurance Services

• Salary up to $115,000
• Performance‑based incentives available
• Flexible hybrid work schedule with at least 2 days in the office
• Comprehensive benefits including PTO, 401(k) with match, and health & wellness programs
• Opportunity to build and maintain strong relationships with clients and carriers in a supportive environment
• Work with a recognized employer focused on a people‑first culture

• Interact with clients daily, developing and maintaining relationships with both clients and carrier representatives
• Prepare applications, specifications, and marketing strategies for new business and renewals
• Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers
• Oversee daily activities of Account Coordinators, Account Managers, and Account Executives
• Maintain accurate information to avoid errors and omissions claims

• Minimum of 7 years of Personal Lines industry experience with extensive High Net Worth Account/Client Management experience
• P&C Insurance License required upon hire
• Experience with agency management systems/CRM; familiarity with Epic is a plus
• Excellent verbal and written communication skills
• High level of professionalism and self‑motivation

• Bachelor’s degree preferred; HS Diploma or GED required with additional learning/certifications
• Familiarity with major markets such as AIG, Chubb, PURE, and Travelers
• Previous experience in a retail brokerage or independent agency
• Technical expertise and solid analytical and problem‑solving skills
• Experience with the National Flood Insurance Program

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