Personal Lines Account Executive at Foundation Risk Partners

Foundation Risk Partners is seeking a Personal Lines Account Executive to join their Owens Group Insurance team. This is a hybrid role based in Englewood Cliffs, NJ. The Account Executive will be responsible for servicing clients, developing accounts, and placing business, aligning with sales plan goals. They will handle client inquiries, perform re-markets, and cross-sell to other departments.

Role Involves:

• Servicing clients and handling inquiries.
• Performing re-markets and cross-selling.
• Reviewing and rounding personal lines accounts.
• Managing renewals and delegating tasks.
• Attending networking events and carrier meetings.

Requirements:

• NJ or NY Property and Casualty license required.
• Minimum of one-year high net worth carrier experience.
• At least three years of previous Account Executive experience.
• Bachelor’s degree preferred.
• Proficiency in Microsoft Office 365 applications.
• Knowledge of Applied EPIC software preferred.

Role Offers:

• Comprehensive health benefits (medical, vision, dental).
• 401(k) with company match.
• Company-paid life insurance, STD, LTD.
• Generous PTO policy (18 days per year) plus 10 paid holidays & 2 floating holidays.