The Jonus Group · 1 week ago
Middle Market/High Net Worth Account Executive
New York, NY
Full-time
Hybrid
Mid LevelThe Jonus Group is seeking an experienced High Net Worth or Middle Market Personal Lines Account Executive for one of their Regional Clients. The primary role involves assisting a busy producer with personal lines, ensuring timely client responses, managing policies, and handling billing issues.
EmploymentInsuranceRecruiting
Responsibilities
Primary Role is to assist busy producer primarily with Personal lines
Prepare and send Broker of Record Authorization forms and process with the carriers
Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner
Maintains follow-up and suspense file on outstanding orders, correspondence, renewal expirations and follows up on overdue and suspense items
Checks new and renewal policies and endorsements for accuracy in coverage
Assists with marketing renewals and new lines of insurance for producer’s accounts
Manages billing issues, and tracks cancellations
Manage renewal reviews and remarketing when necessary
Help producer from having a nervous breakdown and keep her organized
Qualification
Required
Prior experience with AMS360
Excel and word proficient
Current NYS Brokers License
Extensive personal line underwriting/coverage knowledge, some knowledge of commercial lines, or willing to learn
Comprehensive knowledge of various insurance contracts and the coverage they provide, as well as an understanding of company underwriting guidelines
Knowledge of Chubb, ACE, Cincinnati, AIG, Travelers, PURE systems in order to secure quotes. The more carriers the better
Knowledge of Flood Coverage and how to quote and secure policies
Ability to secure all required underwriting information from new clients and/or producers to market the account
Quote new business and renewals based on risk with one or more carriers
Knowledge of running underwriting reports and the ability to interpret the information provided
Have a knowledge of high-net-worth clients and their coverage needs
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, self-motivated
Company
The Jonus Group
The Jonus Group is an insurance company specializes in full service recruiting firm that offers both direct hire and contract hire services.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Morse
Chief Operating Officer
Seth Brady
Chief Sales Officer (CSO)
Company data provided by crunchbase