Personal Lines Account Executive

Role Overview

• Serves as client advocate and a primary point of contact for assigned accounts
• Develops professional business relationships with all clients
• Manages client expectations, service commitments, and anticipates needs of the client
• Understands client’s deficiencies in coverage and consults with them
• Analyzes personal or commercial lines accounts and makes coverage decisions
• Works with larger and complex accounts to assist clients with insurance plans
• Acts as field underwriter to determine coverage binding
• Strategically remarkets renewals to ensure account retention
• Prepares proposals for clients in a timely manner
• Provides service to current and new clients regarding policy coverage

Requirements

• 10 years’ experience in the insurance industry required
• College degree preferred
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
• Strong analytical and mathematical skills
• Excellent PowerPoint and presentation skills
• In-depth understanding of personal and/or commercial lines of coverage
• In-depth knowledge and understanding of risk management and loss control
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word)
• Must be computer literate with the ability to learn new software applications
• Must have a valid driver’s license and reliable source of transportation

Benefits

• Flexible work from home options
• Career advancement in a growing field
• Opportunity for employment and career advancement in insurance industry