Personal Lines Account Executive

About EIFS, A Division of Patriot Growth Insurance Services

Since 1985, Executive Insurance & Financial Services (EIFS) has been a trusted independent insurance agency serving individuals and businesses across New York, Florida, and beyond. As a full-service firm, we are dedicated to providing personalized insurance and employee benefits solutions tailored to each client’s unique needs. Our experienced team offers a wide range of coverage options—including commercial lines, personal insurance, and employee benefits—backed by a commitment to exceptional service and long‑term relationships.

Guided by our purpose of “Helping People through the Power of Insurance,” we work closely with our clients to protect what matters most.

The primary function of this position is to provide quality service to clients. The Person al Lines Account Executive is responsible for writing Personal Lines policies, managing new and existing accounts, and ensuring excellent customer service. This position involves quoting new leads, communicating with underwriters, evaluating risks, processing policy changes, and retaining existing accounts. You must have excellent communication skills, be a licensed team player, and be organized with attention to detail.

This is a full‑time position reporting to our office located in Bohemia, NY.

• Write Personal Lines policies and service existing accounts effectively.
• Quote new leads using various company websites to provide comprehensive coverage options.
• Communicate and negotiate with underwriters to assess risks and obtain suitable coverage options.
• Respond promptly to underwriting memos, ensuring accurate and complete information.
• Evaluate risk locations thoroughly to determine appropriate coverage and mitigate potential risks.
• Actively engage in marketing accounts to expand business opportunities and attract new clients.
• Manage expiration lists efficiently, ensuring timely renewals and proactive action on expiring policies.
• Rewrite non‑renewals and canceled policies, focusing on retaining clients and mitigating risks.
• Process changes on existing accounts promptly and accurately.
• Handle payment transactions with clients, ensuring seamless and secure processing.
• Work on retaining and rewriting existing accounts when faced with significant uprates.
• Provide support by covering other desks during co‑workers’ absence to maintain seamless operations.

• 5–7 years Personal Lines Account Management experience
• Valid Property & Casualty License
• Excellent verbal and written communication skills
• High‑level of interpersonal skills with a client‑service mind‑set
• Well organized and detail‑oriented
• Quick learner that thrives in a fast‑paced environment
• Ability to work effectively in a team environment and collaborate with team members and other departments
• Strong analytical abilities to assess client needs and recommend appropriate insurance solutions
• Proficient with Microsoft Office Suite, including Word, Excel, Outlook, & Teams
• Commitment to staying updated on industry trends, regulations, and best practices
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information

Founded in 2019, Patriot is a growth‑focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest‑growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies.

Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like‑minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a…