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Personal Lines Account Executive at Acrisure | JobVerse
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Personal Lines Account Executive
Acrisure
Website
LinkedIn
Personal Lines Account Executive
Naples, Florida, United States of America
Full Time
6 hours ago
H1B Sponsor
Apply Now
Key skills
C
Communication
About this role
Role Overview
Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance
Review client exposures, loss experience and current coverage and recommend appropriate products and services
Provide proactive day-to-day client service by anticipating and evaluating client’s needs
Manage the renewal process to ensure maximum retention and recognize cross sell opportunities where possible
Deliver outstanding customer service by providing professional, timely and accurate communication
Establish effective relationships with carriers, underwriters, and marketing representatives
Resolve complex service or coverage related issues in partnership with team members and client advisors
Maintain complete and accurate client and policy data and documents within the management system EPIC
Requirements
5+ years personal lines insurance experience working with high-net worth clientele
Property & Casualty (P&C) License required
Proficiency with agency management software systems; Applied Epic experience preferred
Proficiency in Microsoft Office-Word & Excel
Excellent verbal & written communication skills
Detail oriented, highly organized and ability to meet deadlines
Customer service oriented with strong problem-solving ability
Benefits
Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Apply Now
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