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Executive Insurance Agent Jobs in New York (NOW HIRING)

OneGroup

Insurance Sales Executive

Lindenhurst, NY · On-site

$72 - $125/hr

The Sales Agent will work with a team of Personal Lines Assistants and Account Managers to quote, bind and service policies. * Develop and maintain a strong client based through prospecting and ...

Grober Imbey Insurance Agency

Be Seen First

Personal Lines Insurance Agent

Valley Stream, NY · On-site

$60K - $80K/yr (+ commission)

The Personal lines customer service representative assists the Account Executive and other department personnel by processing work associated with insurance accounts, such as issuing insurance ID ...

Urgent

Hilb Group

Personal Lines Account Executive

Uniondale, NY · On-site

$90K - $95K/yr

The Hilb Group is currently seeking a motivated and ambitious Personal Lines HNW Account Executive ... Must have an active NYS Property & Casualty Insurance Agent/Broker's License Benefits: * Salary ...

Hilbgroup

Personal Lines Account Executive

Uniondale, NY · On-site

$90K - $95K/yr

The Hilb Group is currently seeking a motivated and ambitious Personal Lines HNW Account Executive ... Must have an active NYS Property & Casualty Insurance Agent/Broker's License Benefits: * Salary ...

Pace

Agent PM

New York, NY · On-site

Pace is the AI operations partner for the world's leading insurers. We combine the speed of AI ... Drive executive-level value narratives: Lead demos, pilots, and business reviews that clearly ...

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All JobsInsurance Agent JobsExecutive Insurance Agent JobsExecutive Insurance Agent Jobs in New York

Executive Insurance Agent information

What is an executive insurance agent?

Executive Insurance Agents are professionals who specialize in providing insurance solutions for high-level executives and business leaders. They assess clients' unique risks and needs, offering tailored insurance policies such as life, health, liability, and key person insurance. These agents often work closely with corporations to protect their top talent and ensure business continuity. Their expertise lies in navigating complex insurance products and providing personalized service to executives and organizations.

How do executive insurance agents collaborate with underwriters and other team members to serve high-value clients?

Executive Insurance Agents frequently work closely with underwriters, claims specialists, and risk analysts to design customized insurance solutions for high-net-worth clients or large organizations. Collaboration often involves regular strategy meetings to assess client needs, review risk profiles, and negotiate policy terms. Building strong internal relationships is important, as agents rely on the expertise of their colleagues to provide comprehensive service and ensure client satisfaction. Effective communication and teamwork are essential for delivering tailored coverage, resolving complex claims, and maintaining long-term client relationships.

What are the key skills and qualifications needed to thrive as an executive insurance agent, and why are they important?

To thrive as an Executive Insurance Agent, you need in-depth knowledge of insurance products, risk assessment, sales techniques, and typically a relevant insurance license. Familiarity with customer relationship management (CRM) software, underwriting platforms, and compliance systems is crucial. Exceptional negotiation, networking, and communication skills help build trust and maintain long-term client relationships. These skills are vital for effectively serving high-value clients, ensuring regulatory compliance, and achieving sales targets in a competitive market.

What is the difference between Executive Insurance Agent vs Insurance Agent?

AspectExecutive Insurance AgentInsurance Agent
CredentialsLicenses, certifications, possibly advanced insurance designationsLicenses required, basic certifications
Work EnvironmentCorporate offices, client meetings, sales presentationsIndependent or agency-based, community settings
Employer & Industry UsageInsurance companies, large agencies, corporate rolesIndependent agencies, small firms, retail settings
Search & Comparison IntentHigher-level roles, management, specialized salesEntry to mid-level sales, general insurance services

The main difference between an Executive Insurance Agent and an Insurance Agent lies in their roles, credentials, and work environment. Executive Insurance Agents often hold advanced certifications, work in corporate settings, and focus on high-level sales or management. Insurance Agents typically have basic licenses, work in community or retail environments, and handle general insurance sales. Understanding these distinctions helps job seekers identify the right career path and employers' expectations.

Why do so many executive insurance agents quit?

Executive insurance agents often leave the profession due to high sales targets, commission-based pay structures, and the pressure to continuously acquire clients. The job requires strong interpersonal skills, ongoing certifications, and resilience, which can lead to burnout and turnover if expectations are not met or work-life balance is compromised.

What are the most commonly searched types of Insurance Agent jobs in New York?

The most popular types of Insurance Agent jobs in New York are:

What cities in New York are hiring for Executive Insurance Agent jobs?

Cities in New York with the most Executive Insurance Agent job openings:

Executive Insurance Agent jobs near you

Insurance Account Manager

Community Financial System, Inc.

Lindenhurst, NY

$72K - $124K/yr

Full-time

Posted 16 days ago

Key responsibilities

  • Identify, solicit, and close new personal insurance business by understanding client risks and offering suitable insurance products.

  • Work with team members to quote, bind, and service insurance policies, maintaining accurate records of sales activity and client interactions.

  • Build and maintain strong client relationships through prospecting, networking, and providing ongoing support and education on insurance options.

Job description

Overview

OneGroup is a team of more than 200 insurance and risk management professionals who are ONE company acting as ONE team, with ONE focus and ONE mission: To serve each client as our ONE client.

OneGroup is one of the fastest growing independent insurance and risk management organizations in the northeast. With team members in 18 locations, OneGroup can provide best in class client resources while maintaining an entrepreneurial, friendly and fun environment. A subsidiary of Community Bank, NA (NYSE: CBU), OneGroup is headquartered in Syracuse, NY.

OneGroup’s company culture sets us apart from the rest. Our core values, what we call “The OneGroup Way” consists of the following:

Knowledge Development - Professional growth but also understanding the company, workflow processes, and the right people to get the job done. Adopting a growth mindset in everything we do.

Big Picture – How your individual contributions connect to the bigger things around us that can make a difference to the client. How do you utilize your talents and the attributes of those around you to create a unique solution for the client.

Acknowledgement – Recognize others contributions, appreciate what others do and their strengths.

Transparency – An environment that encourages open communication and feedback.

Bigger Purpose – How do we become more than just an insurance company to our clients? We seek to enhance our client’s businesses, support their mission, and understand their challenges.


Responsibilities

The Insurance Account Manager is responsible for supporting the growth of personal insurance business by working closely with clients to understand their coverage needs, evaluate risk, and help protect their assets. This individual partners with clients to identify appropriate insurance solutions and works collaboratively with Personal Lines Assistants and Account Managers to quote, bind, and service policies.

  • Working in a very busy well-known local agency office with heavy personal lines.
  • Develop and maintain a strong client based through prospecting and networking activities.
  • Meet and Exceed sales targets through effective sales techniques and customer service.
  • Provide clients with insurance quotes and assist in the underwriting process
  • Educate clients on insurance coverage options and recommend suitable insurance products.
  • Build strong relationships with clients to ensure customer satisfaction and retention.
  • Stay informed of changes in insurance regulations and market conditions to provide up-to-date information to clients. 
  • Utilize Agency Management System (Applied Epic) to maintain accurate records of sales activity and client interactions.
  • Partner with OneGroup lines of business in Commercial Insurance, HR & Employee Benefits Consulting and Risk Management to identify opportunities.
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner.

Qualifications

Experience/Skills:

  • 5+ years' insurance industry with a brokerage or carrier experience required.  A prior background in Personal Insurance sales. 
  • Excellent interpersonal communication and relationship building skills to include strong presentation skills.
  • Consultative approach to working with clients & assessing their risk needs.
  • Ability to work in a collaborative team environment.
  • Prior experience using Agency Management System, Applied EPIC preferred.
  • Excellent writing skills.

  • Commercial insurance experience is preferred but not required; training will be provided

  • Must have P&C Agent or Broker license
  • Proficiency in Microsoft Word, Excel, and PowerPoint.
  • Ability to work independently with minimum oversight.
  • Must possess a valid driver's license and clean motor vehicle record.
  • Must be 18 years of age or older.