New Job Opening: High Net Worth Associate Account Executive in New York, NY

Job Description

High Net Worth Associate Account Manager

Job Summary

A growing independent insurance agency is seeking a High Net Worth Associate Account Manager to support a private client team. This role is ideal for an experienced insurance professional with exceptional attention to detail and a strong commitment to accuracy. The position plays a key role in maintaining precise client records, delivering error-free work, and supporting time-sensitive and complex account activity. Success requires full accountability for quality and accuracy from initiation through completion.

Responsibilities

• Process endorsements that do not require underwriting approval


• Generate and maintain updated summaries of insurance for high-value accounts


• Assist with detailed insurance reviews by identifying discrepancies, missing information, or inconsistencies and elevating findings appropriately


• Prepare endorsement quotes


• Retrieve inspections from carrier websites, attach documentation in agency management software, and flag items requiring immediate attention


• Enter manually processed or non-download policy renewals and endorsements into agency management software, including full-term premium updates


• Generate and process loss payee requests


• Handle mortgagee requests, including refinances, HELOCs, and coverage verifications


• Issue certificates of insurance for landlords and property management companies


• Assist with billing inquiries and payment processing


• Issue ID cards and binders for existing auto policies


• Process vehicle changes to auto and umbrella policies, including driver reassignments to help optimize premium when appropriate


• Follow up on documentation for new vehicles to confirm proper valuation and applicable safety feature credits


• Review daily downloads related to endorsements and update agency management software records as needed


• Support special projects as assigned

Qualifications/Requirements

• 5+ years of insurance experience, preferably within High Net Worth or Private Client lines


• Holds an active P&C (Property and Casualty) insurance license


• Proficiency in Microsoft Office, Adobe, and DocuSign


• Experience with agency management software; AMS360 experience preferred


• Familiarity with high-net-worth carrier portals such as Chubb, PURE Insurance, The Cincinnati Insurance Companies, Berkley One, AIG Private Client Group, and Vault preferred


• Advanced computer literacy and technical proficiency


• Strong organizational and time management skills


• Excellent written and verbal communication skills

Key Skills

• Exceptional attention to detail and ability to identify subtle discrepancies


• Strong team orientation with the ability to work independently


• Effective problem-solving abilities


• Ability to prioritize and manage multiple tasks in a fast-paced environment


• Comfortable performing repetitive tasks that require sustained focus


• Ability to follow detailed procedures with consistency and accuracy

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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