Why You'll Love Working Here
Founded in 1928, J.W. Allen is a privately held, independent insurance broker specializing in private client services for successful individuals and family offices. We attract clients who seek a “boutique” insurance partner that provides objective advice, exemplary service, and personal attention. Our advantage springs from our focus on offering advice rather than a sales pitch; our ability to find unique, tailored solutions missed by others; and our effective use of market relationships to design and leverage optimum deals.
What We Are Seeking
Seeking an experienced Personal Lines Account Executive to join our dynamic team at a deeply established, personal insurance boutique. We are in search of an individual who is personable, responsive, empathetic, adept with a consultative sales approach, resourceful problem solver and takes accountability for superior delivery. If you’re passionate about insurance and enjoy working in a collaborative & supportive team environment, this REMOTE role is perfect for you.
Job Responsibilities
- Manage a broad book of personal insurance for clients with premiums of $5,000+.
- Develop relationships and rapport with clients by providing sound insurance and risk management advice through well-developed oral and written communication skills.
- Market programs and negotiate with underwriters as needed to deliver optimum results to clients.
- Utilize agency management system and carrier on-line systems to quote and execute coverage.
- Manage account service delivery and delegate administrative tasks to account coordinators.
- Identify and pursue account rounding opportunities and assist with production of new business as needed.
Minimum Requirements
- High School Diploma (or equivalent)
- License: Property & Casualty (any state)
Preferred Skills
- Some College; No Degree
- License: Property & Casualty (NY)
- Areas of Expertise: Personal Auto, Personal Liability / Personal Umbrella, Excess Liability; High Net-Worth; Fine Arts; High Value Homes; Wildfires; Workers’ Compensation; Umbrella / Excess Liability; Policy Review; Quoting & Rating; Excess & Surplus Lines; Flood / Wind / Hail
- Management & Rating Systems: EPIC – will train if needed
- Computer Skills: Adobe, DocuSign, MS Outlook, MS Excel, MS Word, Zoom
- Languages: English
Benefits
- Health
- Paid Vacations
- Paid Holidays
- Paid Sick Time
- Paid Medical Leave
- Life Insurance
- 401(k)
Job Type: Full-time
Pay: $85,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Paid time off
- Work from home
Weekly day range:
Work setting:
Location:
- New York State (Required)
Work Location: Remote