Commercial Lines Sr. Account Executive (Plainview, NY or EST remote)

National Financial Partners; City of White Plains (NY); Remote; USD 100,000 - 112,000; Full time

Job summary

A financial services provider in White Plains, NY, is seeking a professional with over 10 years of experience in Commercial Lines. The role involves managing client relationships, consulting on insurance terms, and ensuring compliance with regulations. The ideal candidate will have strong leadership and analytical skills, with a competitive salary ranging from $100,000 to $112,000 based on experience.

Benefits

Competitive salary

Paid time off & holidays

401(k) with match

Health & wellness programs

Qualifications

• More than 10 years of Commercial Lines and industry experience.
• Keen ability to understand and assess policy forms and endorsements.
• Strong business writing skills.

Responsibilities

• Manage and consult on assigned book of business.
• Work with the Claims Department on relevant claims.
• Build and maintain strong relationships with carriers and clients.

Skills

Customer-focused relationship management

Experience with EPIC or similar systems

Microsoft Office proficiency

Polished communication skills

Strong leadership skills

Analytical and problem-solving skills

Attention to detail

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM systems

Job description

Responsibilities

• Manage and consult on assigned book of business: negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Ensure renewal timelines are adhered to and create renewal timelines for new business.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements, and miscellaneous information to avoid E&O claims.
• Maintain a follow-up system to ensure policies, endorsements, and other information are received in accordance with requests.
• Provide mentorship and support to Coordinators and Account Managers as needed.
• Build and maintain strong relationships with carriers and clients through regular contact and visits. Keep clients informed about industry trends and regulatory issues.
• Review client contracts to ensure compliance with insurance requirements.
• Independently answer coverage questions.

Knowledge, Skills, and / or Abilities :

• Customer-focused with the ability to establish and maintain effective relationships.
• Experience with EPIC or similar agency management systems required.
• Intermediate proficiency in Microsoft Office products, specifically Word, Excel, and Outlook.
• Polished verbal and written communication skills; ability to write clearly and concisely, edit for spelling and grammar, and interpret written information.
• Highly organized with excellent communication skills.
• Self-confident and capable of making independent decisions.
• Ability to interact effectively with a variety of people and personalities.
• Strong leadership skills.
• Flexibility and adaptability to changing priorities, deadlines, and technology.
• Technical expertise combined with analytical and problem-solving skills.
• Ability to handle situations professionally and courteously.
• Strong attention to detail, decision-making, and problem resolution skills.
• Willingness to work overtime as necessary to meet deadlines.

Education and / or Experience :

• High school diploma or equivalent required; additional training or education preferred.
• Typically, more than 10 years of Commercial Lines and industry experience.
• Keen ability to understand and assess policy forms and endorsements.
• Strong business writing skills demonstrated through relevant work and assessments.
• Proficiency in Outlook, Word, Excel, and CRM systems; EPIC experience highly desired.

Certificates, Licenses, Registration :

• P&C Insurance License required upon hire.

What We Offer :

Competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture emphasizes building and nurturing lifelong relationships. The salary range is $100,000 - $112,000, determined by experience, credentials, education, certifications, skill level, scope, and location. Additional performance-based incentives may apply.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer. Job ID 22100797