Personal Lines Account Executive

Job Description

OVERVIEW

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We are seeking an experienced insurance professional with strong technical knowledge of personal lines and experience managing accounts primarily with high-end insurance carriers. The Account Executive will manage client relationships, coordinate renewals, ensure appropriate coverage, and deliver exceptional service. Success in this role requires organization, attention to detail, proactive communication, and accountability.

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COMPANY CULTURE

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We are committed to a positive, collaborative, and professional environment built on mutual respect, accountability, integrity, and teamwork. Team members are expected to communicate openly, support colleagues, take ownership of their responsibilities, and contribute to the success of the organization. Technical expertise and exceptional client service must be matched by professionalism, a positive attitude, and a commitment to our company values. We pride ourselves on maintaining a team oriented and warm environment in which to work.

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COMPANY DESCRIPTION

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Wolfson Insurance Brokerage, Inc. is an independent insurance brokerage specializing in personal lines coverage for individuals and families. Located in New York, NY, the firm focuses on providing tailored insurance solutions that address clients’ unique risk profiles and coverage needs. The brokerage emphasizes attentive customer service, clear communication, and long-term client relationships. Team members collaborate closely to deliver responsive support and informed guidance on policies, claims, and renewals. The organization values professionalism, integrity, and ongoing learning in a dynamic insurance market.

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OUR INDEPENDENCE AND GROWTH

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We are a privately owned, rapidly growing agency with no desire to sell to a national firm or merge with any other firms. We value our independence and offer a stable, growth-oriented environment for professionals who want to build their careers without the uncertainty of industry consolidation. If you are tired of your prior employers "consolidating", selling, or facing the threat of them selling, we are a place where you could finally find a home in a long-term secure position without that constant threat.

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JOB RESPONSIBILITIES

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• Manage and service a portfolio of personal lines accounts, primarily with high-end insurance carriers.
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• Handle renewals, endorsements, remarketing, and ongoing policy servicing.
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• Review policies, proposals, and coverage documents for accuracy and completeness.
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• Identify coverage gaps, discrepancies, and potential exposures and recommend appropriate solutions.
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• Develop renewal strategies and negotiate coverage terms and pricing with carriers.
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• Coordinate with underwriters on renewals, underwriting requirements, and coverage options.
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• Communicate with clients regarding coverage, policy changes, renewals, and outstanding requirements.
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• Build and maintain strong relationships with clients, underwriters, and carrier representatives.
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• Identify cross-selling and upselling opportunities to address evolving client needs and support account growth.
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• Assist clients with claims inquiries and help them evaluate available options.
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• Maintain accurate account documentation according to our procedures and activity in the agency management system.
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• Collaborate with colleagues and support staff to ensure efficient workflows and consistent service.
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• Complete special projects and other duties as assigned by management.
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• While we are technically "hybrid", our entire team is only required to be in person one day per week , as the entire team comes in together, once each week.
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QUALIFICATIONS

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• Minimum of 5 years of personal lines insurance experience.
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• Strong knowledge of homeowners, automobile, umbrella/excess liability, valuable articles, watercraft, and other personal lines coverages.
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• Experience with high-end personal lines carriers such as Chubb, PURE, Cincinnati, Berkley One, Private Client, and Vault.
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• Experience managing renewals, remarketing, and policy servicing.
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• Excellent organizational, communication, and time management skills.
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• Proficiency in Microsoft Office, Adobe, and DocuSign.
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• AMS360 experience preferred but not an absolute requirement.
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• Active Property & Casualty insurance license.
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SKILLS

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• Exceptional attention to detail and commitment to accuracy.
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• Strong technical coverage knowledge and sound judgment.
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• Excellent client service and relationship management skills.
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• Ability to identify coverage needs and account growth opportunities.
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• Strong problem-solving, decision-making, and prioritization skills.
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• Ability to independently manage multiple accounts and meet deadlines.
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• Clear, professional written and verbal communication.
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• Proactive follow-through, accountability, and teamwork.
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• Professionalism and discretion when handling confidential client information.
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• Ability to thrive in a fast-paced environment.
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