Senior Personal Lines Account Executive

Borg insurance Agency & Associates; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Borg Insurance Agency & Associates is seeking a Senior Personal Lines Account Executive in New York to manage a diverse personal insurance client portfolio, delivering tailored coverage solutions and proactive risk management.

You will work closely with Producers, Claims Advocates, and carrier partners to provide superior service, accurate proposals, and ongoing client advocacy in a high-net-worth market.

Qualifications

• Active New York Property & Casualty License required.
• Minimum of three years of Personal Lines insurance experience.
• Experience servicing high-net-worth clients strongly preferred.
• Strong knowledge of Personal Auto, Homeowners, Umbrella, Valuable Articles, Watercraft, and specialty personal insurance products.
• Experience with wholesalers, excess & surplus lines markets, and non-standard risks is a plus.
• Experience quoting and binding business across multiple carriers.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Experience with Applied EPIC preferred.
• Comfortable using comparative raters, carrier portals, and modern insurance technology.

Responsibilities

• Manage and service a portfolio of personal insurance clients ranging from standard to high-net-worth households.
• Advise clients on appropriate insurance solutions including: Personal Auto, Homeowners, Personal Umbrella, Valuable Articles, Inland Marine, Watercraft, Excess Liability, Other specialty personal insurance products.
• Review existing coverage and proactively identify opportunities to improve clients' protection.
• Prepare and present insurance proposals for standard, preferred, high-net-worth, and excess & surplus lines markets.
• Underwrite, quote, and bind new and renewal business using comparative rating platforms and carrier systems.
• Manage policy renewals, endorsements, remarketing, and account servicing.
• Coordinate with Producers, Claims Advocates, Accounting, and carrier partners to deliver an outstanding client experience.
• Utilize Applied EPIC and other technology platforms to maintain accurate documentation and workflow.
• Stay current on carrier products, underwriting guidelines, and emerging personal insurance trends.
• Identify cross-selling opportunities while always acting in the client's best interest.

Skills

Client relationships

Insurance knowledge

Attention to detail

Communication

Professionalism

Accountability

Time management

Collaboration

Learning mindset

Client experience

Education

New York Property & Casualty License

Tools

Applied EPIC

Comparative raters

Carrier portals

Job description

Job Description

Job Description

At Borg Insurance Agency & Associates, we've been helping protect Long Island families, businesses, and communities since 1971. As a family-owned independent insurance agency, we've built our reputation on professionalism, technical expertise, integrity, and exceptional client service.

We're proud to combine the resources of a large independent agency with the personalized service and close relationships that only a family-owned business can provide.

As we continue to grow, we're seeking an experienced Senior Personal Lines Account Executive to join our Personal Insurance team.

This is an excellent opportunity for an experienced insurance professional who enjoys building lasting client relationships, solving complex coverage challenges, and serving as a trusted advisor to individuals and families—including clients with sophisticated and high-value insurance needs.

About the Role

As a Senior Personal Lines Account Executive, you'll manage a portfolio of personal insurance clients while delivering the exceptional service and technical expertise that define Borg Insurance.

You'll work closely with Producers, Claims Advocates, carrier partners, and our service team to develop customized insurance solutions while ensuring clients receive proactive advice throughout the life of their policies.

Rather than simply processing transactions, you'll become a trusted resource clients rely upon to protect what matters most.

What You'll Do

• Manage and service a portfolio of personal insurance clients ranging from standard to high-net-worth households
• Advise clients on appropriate insurance solutions including: Personal Auto,,Homeowners, Personal Umbrella, Valuable Articles. Inland Marine, Watercraft, Excess Liability, Other specialty personal insurance products
• Review existing coverage and proactively identify opportunities to improve clients' protection.
• Prepare and present insurance proposals for standard, preferred, high-net-worth, and excess & surplus lines markets.
• Underwrite, quote, and bind new and renewal business using comparative rating platforms and carrier systems.
• Manage policy renewals, endorsements, remarketing, and account servicing.
• Coordinate with Producers, Claims Advocates, Accounting, and carrier partners to deliver an outstanding client experience.
• Utilize Applied EPIC and other technology platforms to maintain accurate documentation and workflow.
• Stay current on carrier products, underwriting guidelines, and emerging personal insurance trends.
• Identify cross-selling opportunities while always acting in the client's best interest.

What Makes Someone Successful at Borg

Our most successful Account Executives share several characteristics:

• Exceptional client relationship skills.
• Strong technical insurance knowledge.
• Outstanding attention to detail.
• Excellent communication and problem-solving abilities.
• Professionalism and sound judgment.
• Accountability and reliability.
• Ability to prioritize multiple clients and deadlines.
• Collaborative mindset.
• Curiosity and commitment to continuous learning.
• Passion for delivering exceptional client experiences.

We value professionals who take ownership, anticipate client needs, and continuously look for ways to improve both the client experience and our internal processes.

Qualifications

• Active New York Property & Casualty License required.
• Minimum of three years of Personal Lines insurance experience.
• Experience servicing high-net-worth clients strongly preferred.
• Strong knowledge of Personal Auto, Homeowners, Umbrella, Valuable Articles, Watercraft, and specialty personal insurance products.
• Experience with wholesalers, excess & surplus lines markets, and non-standard risks is a plus.
• Experience quoting and binding business across multiple carriers.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• Experience with Applied EPIC preferred.
• Comfortable using comparative raters, carrier portals, and modern insurance technology.