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Personal Lines Account Executive - HNW/VIP

Personal Lines Account Executive - HNW/VIP

c winchell agencyNew York, NY

today

Insurance Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPersonal Financial Advisors
Direct Property and Casualty Insurance CarriersInsurance Agencies and BrokeragesAll Other Insurance Related Activities
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Description: Bright, energetic individual needed to service, sell and build relationships with third party administrators. Experience with New York High End VIP/Net Worth auto, homeowners, yachts, fine arts, antique cars and private aircraft. Will be responsible for servicing, prospecting and marketing of new and renewal business, from preparing applications, proposals and correspondence with both clients and carriers, to evaluating carrier quotations and working on special projects. Work proactively to develop relationships with carrier and client contacts. Will support preparing the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Will support preparing the first draft of renewal presentations. Will support the account management team on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Answering billing questions from clients.
Requirements: P&C license required. 5+ years experience with Chubb, AIG, Cincinnati, ACE, Fireman's Fund and PURE. Ability to hit the ground running needed. Bachelor's Degree required. Knowledge of Applied and/or EPIC preferred. Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. Customer-focused to establish and maintain effective relationships. Ability to prioritize multiple tasks to meet deadlines. Possess strong analytical and problem-solving skills. Sharp attention to detail, decision-making skills, and problem resolution. Flexibility and adaptability to changing priorities, deadlines and technology. Applied Epic, CRM).

Also on the board Same function, level within a rung

Level

Senior

Location

New York, NY

Occupation

Insurance Sales Agents

Industry

Direct Property and Casualty Insurance Carriers

Posted

today

Apply for this role (opens in a new tab)