Career Search

Personal Lines Account Executive

System Search, Inc. is seeking an Account Executive with direct experience with Personal Lines Insurance Accounts for a position in Patterson, NY.
Position Summary:



    • Provide strategic planning and consultative advice to clients, including marketing, and administration of insurance policies
    • Maintain client files to ensure proper documentation, by processing Policies, Endorsements, , Binders, Invoices, etc.
    • Respond to client inquiries and requests and resolve any related service issues; Establish and maintain strong relationships with clients, insurance carriers, and other vendors to ensure long term consistent business growth
    • Recommend enhancements and improvements to processes, insurance products, and/or policies to effectively meet client’s insurance needs
    • Act as field Underwriter and authorized representative of Insurance Carrier to determine if Coverage should be bound

    Qualifications & Experience:


      • 10 years’ experience managing Insurance accounts with focus on Personal Lines of Coverage
      • Current Property and Casualty Insurance License
      • CPCU or CIC Designation Preferred
      • College Degree Preferred
      • Strong working knowledge of Excel and Word

      An exceptional salary and benefit package includes:


      • Medical insurance including health, dental, and vision
      • 401(k) plan
      • Paid time off including vacation and holidays
      • Professional environment with opportunities for growth

      Other Job Titles considered include Account Manager, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist