Hybrid: Premier HNW Private Client Account Executive

Flex Employee Services; Hauppauge (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Company Paid Health, Dental, Vision &

Life Insurance

401(K) with Full Match

Quarterly & Annual Agency Growth Bonus

AAA membership (Company paid)

In-house Gym Membership (Optional)

Job summary

Flex Employee Services in Hauppauge, NY is seeking an experienced Premier Private Client Account Executive to join our growing team in a newly expanded office space. This role quotes and binds new business, conducts renewal reviews, and delivers exceptional service in a fast-paced environment, working with high-net-worth clientele.

The ideal candidate has 5+ years of high-net-worth personal lines experience, an active Property & Casualty license, and familiarity with major carriers such as

Qualifications

• 5+ years of High-Net-Worth personal lines experience with accounts over $50K premium.
• Active Property & Casualty Insurance License in good standing.
• Experience with leading HNW carriers (Chubb, AIG, PURE, Cincinnati, Berkley One) and wholesale brokers for E&S.
• Strong policy and product knowledge across HNW carrier partners.
• Ability to work under pressure in a fast-paced environment.

Responsibilities

• Manage and service, with support, 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 excellence

Communication skills

Problem solving

Time management

Adaptability

Tools

MS Office (Word, Excel, Outlook, Teams)

Scribe

Carrier portals

Agency management systems

Job description

Flex Employee Services in Hauppauge, NY is seeking an experienced Premier Private Client Account Executive to join our growing team in a newly expanded office space. This role quotes and binds new business, conducts renewal reviews, and delivers exceptional service in a fast-paced environment, working with high-net-worth clientele.

The ideal candidate has 5+ years of high-net-worth personal lines experience, an active Property & Casualty license, and familiarity with major carriers such as