Personal Lines Account Executive

About EIFS, A Division of Patriot Growth Insurance Services: Since 1985, Executive Insurance & Financial Services (EIFS) has been a trusted independent insurance agency serving individuals and businesses across New York, Florida, and beyond. As a full-service firm, we are dedicated to providing personalized insurance and employee benefits solutions tailored to each client’s unique needs. Our experienced team offers a wide range of coverage options-including commercial lines, personal insurance, and employee benefits-backed by a commitment to exceptional service and long-term relationships. Guided by our purpose of “Helping People through the Power of Insurance,” we work closely with our clients to protect what matters most.

Position Overview: The primary function of this position is to provide quality service to clients. The Personal Lines Account Executive is responsible for writing Personal Lines policies, managing new and existing accounts, and ensuring excellent customer service. This position involves quoting new leads, communicating with underwriters, evaluating risks, processing policy changes, and retaining existing accounts. You must have excellent communication skills, be a licensed team player, and be organized with attention to detail.

Work Arrangement: This is a full-time position reporting to our office located in Bohemia, NY.

Professional Responsibilities:

• Write Personal Lines policies and service existing accounts effectively.
• Quote new leads using various company websites to provide comprehensive coverage options.
• Communicate and negotiate with underwriters to assess risks and obtain suitable coverage options.
• Respond promptly to underwriting memos, ensuring accurate and complete information.
• Evaluate risk locations thoroughly to determine appropriate coverage and mitigate potential risks.
• Actively engage in marketing accounts to expand business opportunities and attract new clients.
• Manage expiration lists efficiently, ensuring timely renewals and proactive action on expiring policies.
• Rewrite non-renewals and canceled policies, focusing on retaining clients and mitigating risks.
• Process changes on existing accounts promptly and accurately.
• Handle payment transactions with clients, ensuring seamless and secure processing.
• Work on retaining and rewriting existing accounts when faced with significant uprates.
• Provide support by covering other desks during co-workers’ absence to maintain seamless operations.

Qualifications and Requirements:

• 5-7 years Personal Lines Account Management experience
• Valid Property & Casualty License
• Excellent verbal and written communication skills
• High-level of interpersonal skills with a client-service mind-set
• Well organized and detail-oriented