Personal Lines Account Executive

Job Description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Personal Lines Account Executive for our team in Garden City, NY to work closely with the producer to service new and existing accounts. Maintain Agency retention goals and service standards. Keep in touch with clients consistently to solidify agency relationships. Present renewals to clients.

WHAT YOU’LL DO:

• Establish positive working relationships with customers for account retention.
• Maintain excellent organizational and time management skills.
• Work closely with producers to retain accounts, and occasionally accompany producers on meetings as needed.
• Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
• Review upcoming renewals and determine which accounts warrant a remarket.
• Manage a book of business and initiate annual policy reviews with clients.
• Control direct bill and agency billed renewal lists.
• Answer day to day client questions by phone and email.
• Maintain knowledge of carrier guidelines and appetite.
• Prepare complete and accurate submissions for remarkets and modify quotes as needed.
• Correspond with carrier partner underwriters.
• Assist clients with their claims process and handling.
• Adhere to established personal lines standards and procedures.
• Prepare bind request, binding and invoicing as appropriate.
• Check carrier issued policies for accuracy. Inform carrier and client of forthcoming corrections.
• Initiate endorsements, binders, certificates, invoices, automobile identification cards, and similar items.
• Maintain account files and document the management system accordingly.
• Order cancellations where requested or required.
• Assist in clearing omitted items, account differences, and commission differences.

WHAT YOU'LL NEED:

• High school diploma
• Proficient with MS Office Suite
• 4 + years of service experience in the insurance industry
• NY Insurance License
• Associate’s or Bachelor’s degree preferred
• Industry software experience AMS 360 / ImageRight

WHAT WE OFFER:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Salary Range $80k to $110k annually.