Account Executive - Financial Lines

Job Description

Job Description

Join Our Team!

We are seeking an Account Executive with Financial Lines experience to join our growing team in Livingston, NJ . You will work closely with clients, internal teams, and insurance carriers to manage day-to-day service needs, delivering individually tailored insurance solutions.

Key Responsibilities:

Client Advisory and Relationship Management

• Act as the primary advisor for a portfolio of accounts within the Financial Lines vertical, providing consultative support on D&O, EPLI, Cyber, E&O, Fiduciary, and Crime coverages
• Initiate policy reviews, risk assessments, and coverage gap analyses to identify constructive opportunities for additional protection
• Manage multiple client accounts of various complexities with precision and detail

Strategic Support and Team Oversight

• Demonstrate mentorship for junior team members, supporting training and client-engagement initiatives-
• Coordinate with internal departments and carriers to process endorsements, issue certificates, and ensure timely delivery of documentation
• Lead renewal strategy placement discussions, and complex negotiations with carriers

Market and Risk Strategy

• Collaborate with internal team to market and customize best insurance solutions suitable for each client’s unique circumstances
• Lead preparation and presentation of underwriting submissions, risk assessments, and client-facing materials
• Maintain close carrier relationships and stay ahead of market shifts impacting client portfolios

Qualifications and Experience

• 3+ years’ experience in financial lines within an insurance brokerage
• Expert knowledge of products, such as Directors and Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability, Crime, Errors and Omissions (E&O), and Cyber liabilities
• Dynamic understanding of risk management principles and insurance market terms
• Proficiency in Applied Epic ( preferred )
• Active New Jersey Property & Casualty Insurance License ( required )

What We Offer:

• $80-125K + incentive for new business
• Health, Dental, Vision, and Life Insurance Benefits
• 401(k) Plan
• 20 Days of PTO + 9 Holidays
• Hybrid Work Flexibility (1-day WFH)
• Free Onsite Gym

If you are a self-motivated Account Executive looking to take the next step in your insurance career within the Financial Lines arena, we invite you to apply for this opportunity!