Middle Market​/High Net Worth Account Executive

Middle Market/High Net Worth Account Executive

Join to apply for the Middle Market/High Net Worth Account Executive role at The Jonus Group

We are seeking an experienced High Net Worth or Middle Market Personal Lines Account Executive for one of our Regional Clients. Extremely flexible schedule with 4 days working from home and 1 day in office in NYC.

• Assist a busy producer primarily with Personal lines.
• Prepare and send Broker of Record Authorization forms and process with carriers.
• Respond to client requests for policy changes, billing inquiries and verification of coverage. Ensure these items are given to client in a timely manner.
• Maintain follow‑up and suspense file on outstanding orders, correspondence, renewal expirations, and follow up on overdue and suspense items.
• Check new and inflamator policies and endorsements for accuracy in coverage.
• Assist with marketing renewals and new lines of insurance for producer’s accounts.
• Manage billing issues and track cancellations.
• Manage renewal reviews and remarketing when necessary.
• Help producer avoid a nervous breakdown and keep her organized.

• Prior experience with AMS
  360.
• Excel and Word proficiency.
• Current NYS Broker's License.
• Extensive personal line underwriting/coverage knowledge, some knowledge of commercial lines, or willingness to learn.
• Comprehensive knowledge of various edasi insurance contracts and the coverage they provide, as well as an understanding of company underwriting guidelines.
• Knowledge of Chubb, ACE, Cincinnati, AIG, Travelers, PURE systems to secure quotes.
• Knowledge of Flood Coverage and how to quote and secure policies.
• Ability to secure all required underwriting information from new clients or producers to market the account.
• Quote new business and renewals based on risk with one or more carriers.
• Knowledge of running underwriting reports and ability to interpret the information provided.
• Knowledge of high‑net‑worth clients and their coverage needs.
• Enthusiastic attitude, cooperative team player, adaptable to changing circumstances, professional demeanor, self‑motivated.Æ>

Mid‑Senior level

Full‑time

Sales, Business Development, and Finance

Banking, Financial Services, and Insurance

New York, NY – $–$ (salary range)