Private Client Account Executive | High-Net-Worth Personal Lines | Hybrid
$120kLang Insurance
Lang Insurance is growing, and we're looking for an experienced Private Client Account Executive to join our High-Net-Worth Personal Lines team. This is a hybrid opportunity based in Hauppauge, NY, offering the flexibility of a hybrid schedule while remaining closely connected to our team, agency leadership and clients. We specialize exclusively in Personal Lines and serve high-net-worth clients with complex insurance needs. This role is designed for an experienced professional who understands the expectations of HNW clientele and takes pride in providing knowledgeable, responsive and highly personalized service. As a Private Client Account Executive, you'll work closely with the agency principal while managing and servicing an established HNW book of business. You'll oversee new business and renewals, conduct high-level client reviews and help ensure every client receives the level of attention and expertise they expect. Primary Responsibilities Location: Hauppauge, NY | Hybrid Compensation: From $120,000 per year Sign-On Bonus Available Primary Responsibilities Manage and service, with support, an assigned High-Net-Worth book of business consisting of accounts with more than $50,000 in premium. Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications and binder processes through policy issuance. Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property and Auto ID cards. Prepare and conduct high-level client renewal reviews. Stay current on industry trends, product developments, coverage updates and emerging technologies. Meet agency-defined service and quality metrics. Ensure policy compliance and maintain the confidentiality of company and client information. Support colleagues and provide backup for other Account Managers as needed. Assist with additional projects and responsibilities as assigned by management. What We're Looking For This role requires an experienced insurance professional who understands the complexities of the High-Net-Worth Personal Lines market and is comfortable working in a fast-paced, relationship-driven environment. Qualifications: 5+ years of High-Net-Worth Personal Lines experience. Minimum of 3 years of experience working with accounts of $50,000+ in total premium. Active Property & Casualty Insurance License in good standing. Experience and familiarity with leading HNW carriers such as Chubb, AIG, PURE, Cincinnati and Berkley One, as well as experience working with wholesale brokers on hard-to-place Excess & Surplus Lines business. Ability to work effectively under pressure in a fast-paced environment. Commitment to continuous process improvement and team development. Skills & Experience Working knowledge of AMS360 is a plus. Strong problem-solving skills with the ability to make independent decisions and develop solutions that support the client experience and team objectives. Excellent listening and communication skills with the ability to identify needs, troubleshoot issues and provide professional insurance guidance. Exceptional verbal, written and presentation skills. Strong organizational, planning, problem-solving and multitasking abilities. Commitment to continuous process improvement to enhance productivity and performance. Ability to stay current in the High-Net-Worth marketplace, meet continuing education requirements and adapt to emerging tools and AI technologies. Ability to learn and utilize agency management systems, carrier portals, Microsoft Office applications, including Word, Excel, Outlook and Teams, and other technology essential to the role, such as Scribe. Ability to follow established procedures and maintain accurate, up-to-date processes and workflows. Strong interpersonal skills and the ability to build and maintain long-term client relationships. Ability to adapt to shifting priorities, remain resourceful and embrace change. Flexibility to take on additional responsibilities and projects as needed. Highly self-motivated with a strong work ethic and the resilience to work through challenges. Compensation & Benefits We believe exceptional experience should be met with an exceptional opportunity. Starting compensation of $120,000 per year Sign-on bonus Company-paid health, dental, vision and life insurance 401(k) with full match Quarterly and annual agency growth bonuses Company-paid AAA membership Optional in-house gym membership Holiday and paid time off #J-18808-Ljbffr Lang Insurance
$120k
...Personal Lines Account Executive - Hauppauge, NY | Hybrid Compensation: $120,000 annually Overview: Nexus HR is seeking an experienced Premier Private Client Account Executive to join a growing High-Net-Worth personal lines insurance agency. This role is responsible...Private clientHigh net worthShift work$95k - $120k
...exceptional fit An established, growth-oriented independent insurance agency is hiring a High-Net-Worth Personal Lines Account Executive to support a sophisticated private-client book. This is a service-first role for someone who knows how to advise affluent...Private clientHigh net worthFull timeWork at officeMonday to Friday$110k - $120k
Account Executive - High Net Worth Personal Lines Location: Hauppauge, NY Work Arrangement: In-office, Monday-Friday, 8:30 AM-5:00 PM Salary: $110,000-$120,... ...producer role. You’ll manage and service existing HNW clients while supporting new business quoting, marketing, and...High net worthWork from homeMonday to Friday- ...Job Description Job Description Personal Lines Account Executive! Independent Retail Insurance... ..., providing exceptional service to clients, and ensuring their insurance needs... ...Experience with standard market and high net worth personal lines home, auto, umbrella...High net worth
$80k - $120k
...Description Description Premier Account Executive - High-Net-Worth Personal Lines Location: Long Island, NY Schedule... ...About the Opportunity Our client is a nationally recognized... ...company match ~ Paid Time Off ~ Private office environment ~ Professional...High net worthFull timeWork at officeMonday to Friday- ...Description Job Description CPA firm seeking an experienced Tax Manager or Director to join our team. This role will focus on managing complex tax engagements for professional services clients, as well as high net worth individuals, families, and related entities....Private clientHigh net worth
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- JPMorgan Chase & Co. in Hauppauge, NY is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial... ...solutions to individuals and families, from new savers to high-net-worth clients. You will build a book of business, nurture client...Private clientHigh net worth
$100k - $150k
...Davies is a top-ranked accounting, tax, and advisory... ...industry expertise, a personalized approach, and a commitment... ...real value to our clients.Our mission is to... ...to join our growing Private Client Services practice... ...consulting services to high-net-worth individuals, families...Private clientHigh net worthFull timePrivate practiceLocal area3 days per week- ...ensure accuracy and client satisfaction and... ...operation of Hotaling Private Client Division... .... Manages client accounts receivables to ensure... ...including surplus lines placements.... ...service. Provide a high level of client service... ...experience in Personal Lines and/or Private...Private client
- ...integrity, and exceptional client service. We're... ...agency with the personalized service and close relationships... ...Senior Personal Lines Account Executive to join our Personal... ...sophisticated and high-value insurance needs... ...from standard to high-net-worth households Advise...High net worth
- ...Firm's employees serve clients worldwide including... ...philosophy that balances personal lifestyles,... ...to institutional and private clients (e.g., Defined... ...Endowments, Foundations, Ultra-High Net-Worth, Family Offices, etc.)... ...vehicles, including managed account platforms, mutual...Private clientHigh net worthTemporary workWork at officeWorldwide
$88.4k - $132.6k
...StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe... ...wallet share of the affluent and High Net Worth segment with financial planning and excellent... ...sound ethical judgment regarding personal behavior, conduct and business...Private clientHigh net worthFull timeWork at office$120k - $140k
...work for by Inside Public Accounting and Accounting Today. We are... ...due diligence on behalf of private equity clients and corporate acquirers/sellers... ...knowledge of US GAAP Highly proficient in Microsoft Word... ...helping companies and high net worth individuals find practical,...Private clientHigh net worthTemporary work$150k - $260k
...is one of the largest accounting and consulting firms in... ...providing excellent client service. Our firm provides... ...career path for high performing professionals... ...diligence on behalf of private equity clients and corporate... ...companies and high net worth individuals find...Private clientHigh net worthTemporary workRemote workFlexible hours$85k - $115k
...city, NJ, Summit, NJ Hybrid positionCome join... ...helps support our clients' regional and... ...Relationship Manager in EPIC Private Client is... ...Relationship Managers and Account Managers, Private... ....Account Executives are expected to avoid... ...exempt employees (personal time off without accruals...Private clientHourly payFull timeLocal area$108k
...vision, and dental coverage. ~ Hybrid sales environment (home office... ...leadership and sales with high potential for promotions ~3... ...commissions for retaining your clients through strong account management Perform virtual and in-person presentations to prospects...Work experience placementWork at officeImmediate startHome office$75k - $80k
...Personal Lines Account Manager Executive Insurance & Financial Services | Bohemia, NY | Hybrid | Full-Time Why This Role Matters As a Personal Lines... ...exceptional service and support to clients while helping protect what... ...committed to delivering a high-quality service experience....Full timeTemporary workWork at officeLocal areaShift work- ...Personal Lines Account Executive - Full-time Location: Sayville, NY Required Qualifications: Personal Lines Account Executive experience... ..., including Middle Market & VIP. Communicate with clients through phone and email. Review renewals and remarket...Full time
$21 - $31.98 per hour
...Hauppauge, NY (Long Island) | Hybrid Schedule M&T Bank... ...Trust are seeking a highly organized, professional... ...office. This is a client-facing role responsible... ...supporting a Wealth Management, Private Banking, Financial... ...interacting directly with high-net-worth clients and delivering...High net worthHourly payWork at officeRemote work- ...parties Competitive salary Health insurance Paid time off A fast-paced Suffolk County Insurance Agency is seeking an experienced personal lines customer service representative. The ideal candidate should be able to multi-task and possess excellent writing and...
$75k
...Seeking a dedicated and experienced Personal Lines Account Executive to join a team in a 100% onsite role.... ...with internal teams to ensure seamless client service and satisfaction. Monitor and... ...in AMS360 and Microsoft Excel is highly preferred. Exceptional organizational...- ...construction, transportation, fine art, and renewable energy. The Account Executive Officer (AEO), Inland Marine will partner with agents and... ...relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products...Full timeLocal area
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- The Hotaling Group Inc. is seeking an experienced Personal Lines / Private Client professional in New York to deliver top-tier client service, advise... .... The team values collaboration and discretion in handling client accounts. #J-18808-Ljbffr The Hotaling Group Inc.Private client
- ...Senior Associate to join our growing public accounting team. This hybrid role offers the opportunity to work with a diverse client base across various industries while... ...industries, including closely held businesses and high-net-worth individuals. Exposure to tax planning,...High net worthWork at officeLocal area
$125k - $150k
...helps support our clients' regional and global... ...OVERVIEW:We are seeking a highly experienced Senior Client Executive to join our... ...client retention and account expansion... .../exempt employees (personal time off without accruals... ...penalties and civil liability. #LI-TM1#LI-HybridHourly payFor contractorsWork at officeLocal area$130k - $150k
...are a boutique litigation firm focused on high-value, complex property damage and... ...representing major insurers and sophisticated private clients. Our practice focuses on technically... ...a boutique environment What We Offer · Hybrid work schedule · Significant hands-on litigation...Private client$165.75k - $224.25k
DescriptionKforce's client, a dynamic Long Island, NY based boutique... ...and a flexible/hybrid work arrangement and true future... ...and individuals that have high income/high net worth, own businesses and/or own... ...extensive experience in a public accounting firm reviewing complex tax...High net worthWork at officeFlexible hours- ...afterward happens together. Sr Account ExecutiveIslandia, NY11749... ...looking for a motivated Account Executive to join our Enterprise Sales... ...with enterprise clients. You will be responsible for... ...exceptional follow-through skills and personal driveSolid computer skills including...
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