Private Client Accounts Executive

HonorVet Technologies; Hauppauge (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

HonorVet Technologies seeks a Premier Private Client Account Executive for Lang Insurance. This role focuses on quoting, binding new business, and renewal reviews for High-Net-Worth personal lines, with a strong emphasis on client service in a fast-paced agency setting.

You will manage a High-Net-Worth book, prepare submissions, and collaborate with carriers and brokers to optimize coverage and retention. On-site at our Hauppauge location, 9:00 AM–5:00 PM.

Qualifications

• Active Property & Casualty license in good standing.
• 5+ years High-Net-Worth personal lines experience with $50K+ annual premium.
• Knowledge of personal lines products, renewals, endorsements, and E&S placements.
• Experience using AMS360 Agency Management System.

Responsibilities

• Manage and service an assigned HNW personal lines book of business with accounts exceeding $50K in premium.
• Prepare new business and renewal submissions, including marketing, rating, proposals, applications, binders, and policy issuance.
• Create applications, supplemental forms, Broker of Record forms, certificates, and coverage summaries.
• Conduct comprehensive client renewal reviews to support retention and coverage optimization.
• Communicate with carriers, wholesale brokers, and clients regarding policy coverage and renewals.
• Ensure policy compliance and maintain accurate client records and confidentiality.
• Stay current on HNW insurance products, coverage updates, and AI tools.
• Meet agency service standards and support team projects as needed.

Skills

P&C License

Account management

Customer service

Tools

AMS360

MS Office

Job description

About Company

HonorVet Technologies is a Service-Disabled Veteran Owned IT staffing firm, ISO 9001 and ISO 27001 certified, working with federal agencies, state governments, and Fortune 500 enterprise clients across the US. What makes us different isn’t a tagline, it’s the way we work. We don’t forward resumes and hope for the best. We take the time to understand where a professional like you is headed and only reach out when we genuinely believe there’s a fit worth exploring.

Job Title

Private Client Accounts Executive

Client Name

Lang Insurance

Position Type

Full Time

Work Location

100 Motor Parkway, Suite 401, Hauppauge, NY 11788

Work Mode

100% Onsite

Shift Hours

9:00 AM to 5:00 PM

Job Summary

We are seeking an experienced Premier Private Client Account Executive to manage and service a High-Net-Worth (HNW) personal lines book of business. This role focuses on quoting and binding new business, conducting renewal reviews, maintaining client retention, and delivering exceptional service to affluent clients in a fast-paced agency environment.

Key Responsibilities

• Manage and service an assigned High-Net-Worth (HNW) personal lines book of business with accounts exceeding $50K in premium.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, binders, and policy issuance.
• Create applications, supplemental forms, Broker of Record forms, certificates, Evidence of Property, Auto ID cards, and coverage summaries.
• Conduct comprehensive client renewal reviews to support retention and coverage optimization.
• Communicate with insurance carriers, wholesale brokers, and clients regarding policy coverage, renewals, endorsements, and Excess & Surplus Lines placements.
• Ensure policy compliance, maintain accurate client records, and protect confidential client information.
• Stay current on industry trends, High-Net-Worth insurance products, coverage updates, and emerging technologies.
• Meet agency service standards and quality metrics while supporting team projects and providing backup to Account Managers as needed.

Required Qualifications

• Active Property & Casualty Insurance License in good standing.
• 5+ years of High-Net-Worth Personal Lines insurance experience, including at least 3 years managing accounts with $50K+ in annual premium.
• Strong knowledge of personal lines insurance products, policy servicing, renewals, endorsements, and Excess & Surplus Lines placements.
• Excellent customer service, communication, organizational, and problem-solving skills.
• Experience using AMS360 Agency Management System.

Preferred Qualifications

• Proficiency with Microsoft Office (Word, Excel, Outlook, Teams), carrier portals, and agency technology tools such as Scribe.
• Experience working with High-Net-Worth insurance carriers such as Chubb, Client, PURE, Cincinnati Insurance, and Berkley One.
• Commitment to continuous learning, process improvement, and adapting to new technologies, including AI tools.