Private Client Accounts Executive

Job Title: Private Client Accounts Executive
Client Name: Lang Insurance
Position Type: Full Time
Work Location: 100 Motor Parkway, Suite 401, Hauppauge, NY 11788
Work Mode: 100% Onsite
Shift Hours: 9:00 AM to 5:00 PM
Pay Rate: $120k/yr. on W2 With Benefits
Note: Their would be a standard background check of 7yrs

Job Summary
We are seeking an experienced Premier Private Client Account Executive to manage and service a High-Net-Worth (HNW) personal lines book of business. This role focuses on quoting and binding new business, conducting renewal reviews, maintaining client retention, and delivering exceptional service to affluent clients in a fast-paced agency environment.

Key Responsibilities
Manage and service an assigned High-Net-Worth (HNW) personal lines book of business with accounts exceeding $50K in premium.
Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, binders, and policy issuance.
Create applications, supplemental forms, Broker of Record forms, certificates, Evidence of Property, Auto ID cards, and coverage summaries.
Conduct comprehensive client renewal reviews to support retention and coverage optimization.
Communicate with insurance carriers, wholesale brokers, and clients regarding policy coverage, renewals, endorsements, and Excess & Surplus Lines placements.
Ensure policy compliance, maintain accurate client records, and protect confidential client information.
Stay current on industry trends, High-Net-Worth insurance products, coverage updates, and emerging technologies.
Meet agency service standards and quality metrics while supporting team projects and providing backup to Account Managers as needed.

Required Qualifications
Active Property & Casualty Insurance License in good standing.
5+ years of High-Net-Worth Personal Lines insurance experience, including at least 3 years managing accounts with $50K+ in annual premium.
Strong knowledge of personal lines insurance products, policy servicing, renewals, endorsements, and Excess & Surplus Lines placements.
Excellent customer service, communication, organizational, and problem-solving skills.
Experience using AMS360 Agency Management System.

Preferred Qualifications
Proficiency with Microsoft Office (Word, Excel, Outlook, Teams), carrier portals, and agency technology tools such as Scribe.
Experience working with High-Net-Worth insurance carriers such as Chubb, Client, PURE, Cincinnati Insurance, and Berkley One.
Commitment to continuous learning, process improvement, and adapting to new technologies, including AI tools.