HNW Personal Lines Account Executive | Hybrid, $120K+

Nexus HR; Hauppauge (NY); Hybrid; USD 102,000 - 138,000; Full time

Benefits offered by this job

Health, Dental, Vision & Life

401(K) with Full Match

Agency growth bonus

In-house gym

Paid time off

Job summary

Nexus HR in Hauppauge, NY, is seeking an experienced Premier Private Client Account Executive to manage a High-Net-Worth personal lines book, focusing on complex client service, new business and renewals, with a hybrid work arrangement.

The role requires strong knowledge of HNW products, top-tier client service, and experience with leading carriers and E&S markets; duties include submissions, documentation, renewal reviews, and collaboration with agency principals.

Qualifications

• 5+ years of HNW Personal Lines experience, including managing accounts with $50K+ premium.

Responsibilities

• Manage and service an assigned High Net Worth book of business for accounts over $50K 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 confidentiality of company and client information.
• Assist with projects and other duties as assigned by management.
• Act as a team player by supporting colleagues and providing backup for other Account Managers as needed.

Skills

AMS360

Client service

Communication

Interpersonal skills

Organization

Process improvement

AI tools

MS Office

Scribe

Tools

AMS360

MS Office

Scribe

Job description

Nexus HR in Hauppauge, NY, is seeking an experienced Premier Private Client Account Executive to manage a High-Net-Worth personal lines book, focusing on complex client service, new business and renewals, with a hybrid work arrangement.

The role requires strong knowledge of HNW products, top-tier client service, and experience with leading carriers and E&S markets; duties include submissions, documentation, renewal reviews, and collaboration with agency principals.