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

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

Personal Lines Account Executive

Key skills