Personal Lines Client Executive

Role Overview

• Understand various Carrier Appetites and Carrier Websites.
• Work closely with Carrier Underwriters to determine risk placement.
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
• Execute policy correspondence delivery per agency guidelines and procedures.
• Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives.
• Assist with special projects as assigned by management.

Requirements

• A bachelor’s degree preferred
• HS Diploma or GED is required with additional learning/certifications
• More than 3 years of directly related industry sales and service experience
• Property & Casualty Broker's License required upon hire
• CPCU, CPRIA, CAPI or other P&C designation preferred
• Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs