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Job Order ID 3243
Province/State New York
City Lake Success

Employment Type Permanent
Posted Date 1/23/2020

Brief Description

Our client, a leading insurance broker on Long Island, is seeking an experienced, talented and driven Account Executive to work in it's Commercial Large Lines division.


The opportunity comes with excellent pay and benefits as well as a supportive and fast paced corporate culture



The Large Lines Account Executive services multiline commercial accounts in accordance with firm's objectives and procedures. Those Account Executives are assigned to Large Lines generally service accounts greater than $150,000.00 in premium.


Account Servicing: Manage, underwrite, market and service accounts as assigned. Assist other Account Executives as needed. Responsible for maintaining and/or offering the most comprehensive insurance offerings available. Compile and maintain all client related information. Process all insurance transactions; ensuring compliance with departmental and companywide procedures and guidelines. Assure that coverage is maintained at all times; help clients avoid late payments or possible cancellations. Resolve coverage issues or problems. Work with producers to enhance client development and service. Accept, price and bind insurance within underwriting authority. Examine and evaluate documents such as application forms, inspections reports, product brochures, financial reports and other data to determine degree of risk, underwriting and market selection. Handle New Business submissions. Develop, analyze, market and recommend a competitive insurance program providing various alternatives for client consideration. Manage workflow of your account split. May be required to assist with other accounts as needed.
Relationship Manager: The Account Executive is a point of contact for assistants, insured's, producers and carriers. Responsible for Quality Assurance on his/her accounts. Provide guidance, assistance and training to the Assistant Account Executive. Maintain high relationships at all times.
Documentation Procedures: Meets all procedural documentation standards. Maintain continuity, uniform procedures and agency-wide communication with regard to documentation and underwriting. Enter and maintain client data in Sagitta, ImageRight, and Salesforce. Complies with all PAR standards as set forth by the Department Manager. Passes all Departmental and PAR audits. Conducts periodic self-reviews. Demonstrates a working knowledge of all endorsements, contracts, forms, etc., necessary to do business.

Requirement Note

5 to 7 years' experience in Commercial Lines in an underwriting or account executive capacity
Proven underwriting, producer management, carrier management and managing junior personnel
BA in business, insurance or related field
Previous insurance industry experience can be considered in lieu of a Bachelor's Degree
NYS Property and Casualty Broker License
CPCU/CIC preferred

Contact Details:
Aaron Frenchman
(631) 493-0574 ext. 117