Account Executive - HNW Personal Lines (Insurance)

Crawford Thomas Recruiting; Hauppauge (NY); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k)

In-house gym

Job summary

Crawford Thomas Recruiting is hiring an Account Executive for High Net Worth Personal Lines in Hauppauge, NY. This in-office role focuses on servicing existing HNW clients with accounts over $50K in premium and supporting new business submissions.

You will work with a senior Account Executive for training, manage renewals, coordinate marketing and bonding, and stay current on industry trends while delivering top-tier client service.

Qualifications

• 2-5+ years with HNW Personal Lines.
• Minimum 3 years working with accounts over $50K in premium.
• Active Property & Casualty Insurance License in good standing.
• Experience with HNW carriers such as Chubb, AIG, PURE, Cincinnati, Berkley One.
• Familiarity with wholesale brokers on Excess & Surplus Lines.

Responsibilities

• Manage and service an assigned HNW Personal Lines book.
• Support accounts with $50K+ total premium.
• Prepare new business and renewal submissions, applications, proposals, and binders.
• Coordinate marketing, rating, policy issuance, and renewal processes.

Skills

HNW Personal Lines

Accounts >$50k premium

P&C License

Carrier experience

Wholesale brokers

MS Office

AMS360

Independent work

Tools

AMS360

Job description

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–$120,000+

Employment: Direct Hire

Experience: 2-5+ years HNW Personal Lines; 1-3+ years supporting $50K+ premium accounts

License: Active Property & Casualty Insurance License

Position Overview

Join a growing, high-energy insurance team supporting an assigned High Net Worth Personal Lines book of business with accounts over $50K in premium.

This is not a sales producer role. You’ll manage and service existing HNW clients while supporting new business quoting, marketing, and binding. You’ll work alongside a senior Account Executive who will provide training and support.

What You’ll Do

• Manage and service an assigned HNW Personal Lines book
• Support accounts with $50K+ in total premium
• Prepare new business and renewal submissions, applications, proposals, and binders
• Coordinate marketing, rating, policy issuance, and renewal processes
• Prepare coverage summaries, certificates, Evidence of Property, Auto ID cards, and related documents
• Conduct high-level client renewal reviews
• Build and maintain strong HNW client relationships
• Work with carrier portals and wholesale brokers on hard-to-place Excess & Surplus Lines business
• Stay current on HNW products, coverage updates, industry trends, and emerging technology
• Support team members, projects, and process improvement initiatives

What You’ll Bring

• 2-5+ years of HNW Personal Lines experience
• Minimum 3 years working with accounts over $50K in premium
• Active Property & Casualty Insurance License in good standing
• Experience with HNW carriers including Chubb, AIG, PURE, Cincinnati, and Berkley One
• Familiarity working with wholesale brokers on Excess & Surplus Lines business
• Strong client service, communication, organization, and problem-solving skills
• Ability to work independently in a fast-paced environment
• Strong proficiency with MS Office, including Word, Excel, Outlook, and Teams
• Ability to learn and utilize agency management systems, carrier portals, and tools such as Scribe
• AMS360 experience is a plus
• Self-motivated, adaptable, and committed to continuous improvement

Compensation & Benefits

• $110,000–$120,000+ base salary
• Quarterly and annual growth bonus
• Health, Dental, Vision, and Life Insurance
• 401(k)
• In-house gym

WHY JOIN?

• Work with a specialized High Net Worth client base
• State-of-the-art office with a professional C-suite office environment
• Collaborative team with dedicated training and support
• Opportunity to build on your HNW Personal Lines expertise without a producer/lead-generation requirement

IMPORTANT SCHEDULE NOTE: This position is initially fully in-office, Monday to Friday, 8:30 AM–5:00 PM. A few work-from-home days may become available after training and ramp-up, but the expectation is to be in the office more often than not.