High Net Worth Account Executive
Job Location:
Job Location:
Hewlett, NY - USA
Monthly Salary:
Not Disclosed
Monthly Salary:
Posted on:
22 days ago
Posted on:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Job Description
Our National Client out of Nassau County is seeking a High Net Worth/Personal Lines Account Executive with a hybrid office schedule! Please see qualifications below:
- Experience working on a high-end book of business is a plus
- Experience working with a mix of high end and standard book of business
- Knowledge of Applied EPIC is a plus but will train/not required
- Adhering to an established simplified workflow through the management system (EPIC)
- Knowledge of major carrier underwriting and interface such as the Travelers Progressive Safeco Plymouth Rock Safeco Chubb PURE Cincinnati Berkley One and others
- Able to handle a full book of business consisting of either standard high-end business or a mix.
- Responsibilities include speaking and emailing insureds as they contact you and reaching out proactively reviewing the policy renewals and making changes as needed a pl assistant will handle certain endorsement tasks from this point.
- Contacting the company underwriters to review/negotiate certain policy coverages and premiums as needed.
- Accustomed to regularly quoting and navigating the various company websites and transacting endorsements if needed.
- Reviewing the monthly expiration reports and communicating with the PL manager and assistant as needed.
- Able to transact policy endorsements ID Cards mortgage requests and other tasks as needed. These transactions will primary be handled by a department assistant and outsourcing team but may be needed to be completed if needed.
- Communicate with the department assistant outsourcing team claims department and co-workers regarding daily tasks need to be completed.
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Required Experience:
IC
About Company
The Jonus Group #1 Career Coaching Employment Agency - Best Mock Interviews, Linkedin Profile Optimization, Social Media Job Seekers, Outplacement Services, Career Goal Coach.
