Senior Personal Lines Advisor for High-Net-Worth Clients

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

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.