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Account Executive – Personal Lines

May 24, 2025May 24, 2025

Account Executive – Personal Lines

CompanyHUB
LocationPlainview, NY, USA
Salary$64000 – $83000
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level, Senior

Requirements

  • Detail oriented with excellent communication skills
  • Ability to understand, analyze, and research different lines of insurance
  • Good typing skills and computer literacy
  • Ability to work within designated time frames
  • Good interpersonal skills
  • College degree or relevant work experience
  • P&C License required

Responsibilities

  • Maintaining account folders in accordance with internal Quality Control guidelines
  • Check policy coverages and endorsement on all new business and renewals for accuracy and relevance
  • Complete specs, prepare proposals, policy summaries and reviews
  • Ability to use various online rating systems
  • Process endorsements, placement requests and invoicing: Credit, Debit, Monthly reports
  • Review policies for accuracy and adequacy of coverage, including rating calculations
  • Assist with Accounting department on research and justification of premium charges as compared with endorsements and invoices
  • Handle or refer insured’s and underwriter’s questions
  • Perform other specific duties as directed by the department manager &/or team leads
  • Pursue a program of professional development

Preferred Qualifications

  • Strong computer skills; Excel & Word a must
  • Applied Epic Experience Preferred
  • Required Experience: 3-5 years


TaggedBachelor'sFinance & Operations & StrategyHUBMid LevelSales & Account ManagementSeniorStrategic Account Management

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