Pryor Associates Executive Search · 4 days ago
Personal Lines INSURANCE Private Client Advisor (HIGH NET WORK PERSONAL LINES) - DC13035
Hauppauge, NY
Full-time
Onsite
Mid Level
$120K/yr - $120K/yr
3+ years expPryor Associates Executive Search is seeking a Personal Lines INSURANCE Private Client Advisor to manage and service a High Net Worth book of business. The role involves preparing new business and renewal submissions, conducting client renewal reviews, and supporting colleagues as needed.
Employee BenefitsInsuranceRecruitingStaffing Agency
Hiring Manager
Dee Clark
Responsibilities
Manage and service an assigned High Net Worth (HNW) book of business
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
Prepare and conduct client renewal reviews when needed
Act as team player by supporting colleagues and providing back up support to other Account Managers as needed
Strong problem solving abilities with the capacity of making independent decisions and developing solutions
Excellent oral and written communication skills
Ability to stay current in High Net Worth
Ability to learn and utilize the agency management system, carrier portals, MS Office applications (Word, Excel, Outlook, Scribe)
Must have ability to work under pressure and in a fast pace environment
Qualification
Required
Manage and service an assigned High Net Worth (HNW) book of business
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
Prepare and conduct client renewal reviews when needed
Act as team player by supporting colleagues and providing back up support to other Account Managers as needed
Strong problem solving abilities with the capacity of making independent decisions and developing solutions
Excellent oral and written communication skills
Ability to stay current in High Net Worth
Ability to learn and utilize the agency management system, carrier portals, MS Office applications (Word, Excel, Outlook, Scribe)
Must have ability to work under pressure and in a fast pace environment
3+ years of experience in High‐Net‐Worth personal lines
Property & Casualty Insurance License in good standing
MUST HAVE experience and familiarity with leading HNW carriers such as Chubb, AIG, PURE, Cincinnati & Berkley One as well as working with wholesale brokers on hard to place Excess & Surplus Lines business
Preferred
Ideal candidate has working knowledge of AMS360 a plus
Benefits
Company Paid Health, Dental, Vision & Life Insurance
401(K) with Full Match
Quarterly & Annual Agency Growth Bonus’
Company paid AAA & (Optional) In‐house Gym Membership
Holiday
Paid Time Off
Company
Pryor Associates Executive Search
Pryor Associates Executive Search is a recruiting firm.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase