Senior Private Client Account Executive - Hybrid Role

The Jonus Group; Hauppauge (NY); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Health benefits

Bonus opportunities

Hybrid work arrangement

Job summary

The Jonus Group is seeking an experienced Private Client Account Executive to join our growing insurance team in a hybrid role in Hauppauge, NY. You will manage and service a portfolio of high-net-worth personal lines accounts, quote and bind new business, and conduct renewal reviews with a focus on premier client service.

Ideal candidates bring 5+ years of high-net-worth personal lines experience, active P&C licensure, and strong relationships with top carriers.

Qualifications

• Minimum of 5 years of high-net-worth personal lines insurance experience.
• Active P&C license.
• Experience with leading high-net-worth carriers (Chubb, AIG, PURE, Cincinnati, Berkley One).
• Experience with wholesale brokers on hard-to-place E&S business.
• Strong knowledge of personal lines products, forms, coverage, underwriting.

Responsibilities

• Manage and service a portfolio of high-net-worth personal lines accounts.
• Prepare submissions and bind coverage; handle renewals.
• Process applications, binders, certificates, and related documents.
• Conduct client renewal reviews to identify coverage gaps.
• Maintain relationships with clients, carriers, and internal teams.
• Stay informed on industry trends and product developments.
• Meet service standards and quality metrics.
• Ensure regulatory compliance and confidentiality.
• Collaborate with colleagues and support special projects.
• Assist with process improvements.

Skills

High-net-worth client experience

Relationship management

Excellent communication

Problem-solving

Time management

Multitasking

Independent work

Tools

Agency management software

Carrier portals

Microsoft Office (Word, Excel, Outlook, Teams)

Job description

The Jonus Group is seeking an experienced Private Client Account Executive to join our growing insurance team in a hybrid role in Hauppauge, NY. You will manage and service a portfolio of high-net-worth personal lines accounts, quote and bind new business, and conduct renewal reviews with a focus on premier client service.

Ideal candidates bring 5+ years of high-net-worth personal lines experience, active P&C licensure, and strong relationships with top carriers.