Personal line Account Executive - Holbrook, NY; Remote OK

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Location: Holbrook, NY (100% remote)

Work Week: Hybrid preferred, 100% remote or in-office OK

Salary: $ + Benefits, Bonus and commission

Our client: a well-known Broker that provides excellent growth potential and superior benefits seeks a Personal Line Account Executive to support its experience with High-Net Clients and upper-middle-income clients

• Service and manage Personal Line insurance needs of High-Net Clients and middle-income clients
• Experience
• Extensive knowledge of rating, and quoting for all of the above carriers
• 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 is notified if there are any potential coverage or pricing issues or any other problems
• Handle all customer relations and client support services
• Special projects and other job-related duties as assigned

• New York State P&C broker’s license
• Minimum 5 years experience in Personal Lines with some prior high-worth client experience
• Working knowledge of EPIC, MS Word, Excel and carrier websites
• Excellent communication and organizational skills, detailed oriented

Contact Fred Gorman at  or

Contact Terry Sanders at  or