Personal Lines - Private Client Advisor

Position: Personal Lines Private Client Account Executive

Location: 100 Motor Pkwy, Suite 401, Hauppauge, NY 11788

Company: Lang Insurance

Pay: $95,000 - $120,000 per year

Job description:

**SIGN-ON BONUS** We are a High-Net-Worth, Personal Lines–only insurance agency seeking an experienced, detail-oriented Private Client Advisor to join our growing team in our newly expanded office space. This role works directly with the agency principal and is responsible for quoting and binding new business, conducting renewal reviews to support client retention, and delivering exceptional service in a fast-paced environment.

The ideal candidate will demonstrate a deep understanding of the unique needs of HNW clientele and possess strong policy and product knowledge across our High-Net-Worth carrier partners.

Primary Job Responsibilities

• Manage and service, with support, an assigned High Net Worth (HNW) book of business.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance.
• Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards.
• Prepare and conduct high level client renewal reviews.
• Stay current on industry trends, product developments, coverage updates, and emerging technologies.
• Act as a team player by supporting colleagues and providing backup for other Private Client Advisors as needed.

Desired Skills

• Working knowledge of AMS360 a plus.
• Experience and familiarity with leading HNW carriers such as Berkley One, Chubb, Cincinnati, PCS/AIG, PURE and Vault, as well as working with wholesale brokers on hard to place Excess & Surplus Lines business.
• Strong problem-solving abilities with the capacity to make independent decisions and develop solutions that support outstanding client experience and team objectives.
• Effective listening and communication skills to identify needs, troubleshoot issues, and provide professional insurance guidance.
• Exceptional verbal, written, and presentation skills.
• Excellent organizational, planning, problem-solving, and multitasking abilities.
• Ability to stay current in the high-net-worth marketplace, meet continuing education requirements, and adapt to emerging tools and AI technologies.
• Strong ability to learn and utilize agency management systems, carrier portals, MS Office applications (Word, Excel, Outlook & Teams) and other technology essential to the role such as Scribe.
• Ability to follow procedures and keep processes and workflows up to date.
• Strong people skills and the ability to build and maintain client relationships.
• Ability to adapt to shifting priorities, be resourceful, and embrace change.
• Highly self-motivated with a strong work ethic and resilient to work through challenges.

Qualifications

• 10 years of personal lines experience, with a minimum of 5 years working with High-Net-Worth clientele.
• Active Property & Casualty Insurance License in good standing.
• Must have the ability to work under pressure in a fast-paced environment.
• Commitment to continuous process improvement and team development.

Benefits

• Company Paid Health, Dental, Vision & Life Insurance
• 401(K) with Full Match
• Quarterly & Annual Agency Growth Bonus’
• Company paid AAA and (Optional) In-house Gym Membership
• Holiday and Paid Time Off