Account Executive High-Net-Worth - Medford, NY

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Account Execuive High-Net-Worth
- Will Train

Medford,NY

Salary $70-90,000

You must have insurance agency or brokerage experience to be considered for the position

Our client, a well-known 40 year old-Medford brokerage known for a pleasant, professional and casual work environment seeks a Personal Line Account Executive to manage High-Net-Worth and middle market clients

Responsibilities

• Service and manage High-Net-Worth and middle market clients
• Maintain all client related information, process insurance transactions and communicate with clients and insurance companies relating to clients’ insurance program
• Assure that coverage is maintained at all times and/or management notified of potential coverage or pricing issues or problems
• Handle all customer relations and client support services
• Special projects and other job-related duties as assigned

Requirements

• New York State P&C Broker’s License
• Minimum 2 years experience in Personal Lines experience
• Working knowledge of AMS 360 is plus
• Excellent communication and organizational skills, detailed oriented

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