Personal Lines Account Executive

About us:

#Where Coverage Meets Community.

Empowering our people to do amazing things (so that they can) provide a world class experience to help our clients confidently navigate risk.

Job Description:

The Insurance Account Executive is a key member of our team, dedicated to providing exceptional service and support to our current active customers. This role is responsible for handling a wide range of transactional needs, addressing complex questions, and providing consultative services to ensure customer satisfaction and retention.

Job Roles:

• Customer Service Excellence: Serve as the primary point of contact for active customers, ensuring their transactional needs are met with efficiency and accuracy.
• Complex Inquiry Resolution: Address and resolve complex customer inquiries related to their insurance policies, claims, coverage, and other related issues.
• Consultative Support: Offer consultative advice and solutions to customers, helping them to understand their insurance options and make informed decisions.
• Account Management: Monitor and manage customer accounts, ensuring all customer data is up-to-date and accurately maintained in the CRM system.
• Renewals and Cross-Selling: Proactively manage policy renewals, identify opportunities for cross-selling and upselling, and provide quotes as required.
• Feedback and Improvement: Collect customer feedback, identify trends and areas for improvement, and work with the team to enhance service delivery.
• Compliance and Reporting: Ensure all customer interactions and transactions comply with industry regulations and company policies. Prepare reports on account status, customer satisfaction, and service performance as required.
• Team Collaboration: Work closely with other departments, including sales, underwriting, and claims, to provide a seamless customer experience.
• Professional Development: Stay informed of industry trends, new products, and regulatory changes to continuously improve knowledge and performance.

This job might be for you if you:

• Get It - This refers to understanding. When someone "gets it," they inherently understand their role, the culture of the company, the work that needs to be done, and how it fits into the larger picture of the organization's goals. It's about having an intuitive grasp of the job and its requirements without needing extensive explanations.
• Want It - This is about desire. An individual who "wants it" genuinely desires the responsibilities the role entails. This isn't about monetary compensation or benefits (though those are important); it's about having a natural inclination and motivation to do the job. It's about being driven by the work itself and finding satisfaction in performing the role's duties.
• Capacity to Do It - Capacity encompasses several dimensions, including emotional, intellectual, and physical capacity, to perform the job at a high level. It means the individual has the necessary skills, knowledge, and ability to grow into the role (if not immediately qualified), and can handle the stress, workload, and problem-solving the job requires. It's not just about having the skills but also about having the bandwidth and capability to use those skills effectively.
• Core Value Fit -

Always 1% better - Lifelong learning, growth, and refinement. .

Own it - To go above and beyond expectations.

Care Heart - Approach every interaction and situation with empathy.

Do the right thing - We prioritize doing what is morally and ethically right, even when it's not the easiest or most convenient path.

Be real - Communicate honestly and transparently.

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k) matching
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities
• Commission pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Education:

• Bachelor's (Preferred)

Experience:

• Property & Casualty: 1 year (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person