Personal Lines Account Executive

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

Personal Lines Account Executive - Hauppauge, NY | Hybrid

Compensation: $120,000 annually

Overview: Nexus HR is seeking an experienced Premier Private Client Account Executive to join a growing High-Net-Worth personal lines insurance agency. This role is responsible for managing complex HNW accounts, supporting new business and renewals, and delivering a high level of personalized client service.

About the Job

The Account Executive will work closely with the agency principal and clients to manage new business, renewals, policy servicing, coverage reviews, and complex insurance needs. The ideal candidate will have strong knowledge of HNW personal lines products, excellent client-service skills, and experience working with leading HNW carriers and specialty markets.

Duties and Responsibilities:

• Manage and service, with support, an assigned High Net Worth (HNW) 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.

Preferred Skills:

• Working knowledge of AMS360 preferred.

• Strong problem-solving and independent decision-making skills with a client-focused approach.

• Excellent listening, communication, presentation, and interpersonal skills.

• Highly organized with strong planning, multitasking, and time-management abilities.

• Commitment to continuous process improvement and operational efficiency.

• Ability to stay current with HNW insurance trends, continuing education requirements, and emerging AI and technology tools.

• Proficient in learning and using agency management systems, carrier portals, MS Office (Word, Excel, Outlook, Teams), and Scribe.

• Ability to follow, maintain, and improve established procedures and workflows.

• Strong relationship-building skills with a professional, service-oriented approach.

• Adaptable, resourceful, and comfortable managing shifting priorities and additional responsibilities.

• Highly self-motivated, resilient, and committed to a strong work ethic.

Qualifications:

• 5+ years of HNW Personal Lines experience, including at least 3 years managing accounts with $50K+ in total premium.

• Active Property & Casualty Insurance License in good standing.

• Experience with leading HNW carriers, including Chubb, AIG, PURE, Cincinnati, and Berkley One, plus wholesale brokers for hard-to-place Excess & Surplus (E&S) Lines.

• Ability to work effectively under pressure in a fast-paced environment.

• Commitment to continuous process improvement and team development.

• Able to work in Sacramento, CA.

• Authorized to work in the U.S.

Benefits:

• Health, Dental, Vision & Life Insurance

• 401(K) with Full Match

• Quarterly & Annual Agency Growth Bonus’

• In-house Gym Membership

• Holiday and Paid Time Off