Sr. Account Executive/AVP-Team Lead

Affluent Personal Lines Sr. Account Executive / AVP – Team Lead
Location: Berkeley Heights, NJ (Hybrid) | Remote considered for experienced AEs outside the area
We're looking for a seasoned Personal Lines insurance professional with High Net Worth / Private Client Group experience. This is a servicing role (not new production) — you'll own client relationships, manage renewals, and ensure white-glove service for affluent individuals and families.
Two tracks available — title & comp based on experience:
Sr. Account Executive

Day-to-day client management & carrier negotiations
Handle renewals, new business specs, and marketing strategy
Work with claims, maintain accurate policy records
Hybrid: 2+ days/week in Berkeley Heights, NJ or White Plains, NY (remote considered for experienced candidates outside the area)
AVP – Team Lead (must be local/hybrid — in-office presence required)

All of the above, plus team supervision & staff development
Lead consultant and primary point of contact for your book of business
Revenue goals and retention targets
You're a great fit if you have:
5+ years personal lines experience, including High Net Worth / PCG
Background at an independent agency or retail brokerage
Familiarity with AIG, Chubb/ACE, PURE, BerkleyOne, Cincinnati
Experience with an agency management system (Epic is a plus)
Active P&C license (required at hire)
CIC, CPCU or similar designation (preferred)
For AVP: prior supervisory or team lead experience
Perks & Details

Full-time | Flexible hybrid schedule
Competitive salary commensurate with experience
Clear growth path for both tracks
Interested? Apply or send a DM — we'd love to connect.

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