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Personal Lines Account Executive
Personal Lines Account ExecutiveBing Recruitment • Valley Stream, NY, US
Personal Lines Account Executive

Personal Lines Account Executive

Bing Recruitment • Valley Stream, NY, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Independent Retail Insurance Agency Long Island, NY that has been in business for over 40+ years is seeking a dynamic and experienced Personal Insurance Account Executive. The successful candidate will be responsible for managing a portfolio of personal insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with tailored solutions.

Responsibilities :

  • Serve as the primary point of contact for a portfolio of personal insurance clients
  • Analyze client insurance programs and recommend appropriate coverage enhancements or adjustments
  • Identify new market opportunities and develop strategies to expand our customer base
  • Build and maintain strong relationships with key clients, ensuring their needs are met
  • Prepare and present insurance proposals and renewals to clients
  • Process policy endorsements, certificates of insurance, and other administrative tasks accurately and efficiently
  • Stay updated on industry trends, regulatory changes, and development of new insurance products to identify potential business opportunities

Qualifications & Experience :

  • Current property and casualty license
  • 3 Years of experience preferred in personal insurance
  • Experience with standard market and high net worth personal lines home, auto, umbrella coverages
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues
  • Detail-oriented with strong analytical and problem-solving abilities
  • Organizational skills with the ability to prioritize tasks effectively
  • Experience with multiple insurance carriers preferred
  • Role is onsite during training with flexibility of hybrid / remote after training
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