Position Overview:

We're looking for someone to support our personal lines clients delivering high-quality service. The Account Executive will oversee a portfolio of assigned customers and act as the primary contact and liaison between the client and the insurance company. This individual is also responsible for marketing new business, renewals, non-renewals, and supporting service requests. We're looking for someone with a unique attention to detail, strong customer relations experience, and an interest in helping others protect what matters most.

Role and Responsibilities:

The following functions are to be performed in accordance with Agency policies and procedures and with the highest degree of ethical standards and confidentiality:

• Strong customer focus to act as a liaison between clients, producers, and insurance company
• Utilize Agency Management System to maintain up-to-date files and document client interaction
• Ensure maximum retention of assigned personal lines book of business. Work proactively to re-market policies whenever appropriate
• Respond to clients’ needs by producing binders, certificates, policies, and other related items
• Process insurance policy changes, renewals and cancellations based on Agency standards
• Knowledge of quoting and rating procedures for various types of personal lines products
• Ability to address various issues concerning audits, claims and billing issues
• Prepare applications for submission to clients and carriers and follow up to ensure timely responses
• Work efficiently and effectively in a team environment

Qualifications and Education Requirements:

• 3 years of experience in servicing Personal Lines Insurance for independent agency
• Active New York P&C Insurance License
• Knowledge of Insurance markets and carrier quoting platforms
• Effective planning, communication, and organizational skills
• Demonstrate problem-solving and ability to make decisions
• Experience with Applied Systems/EPIC Agency Management System a plus
• Proficient in Microsoft Office (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and Social Media platforms

TO APPLY: please send your resume and cover letter to mp@slia.agency