Job Description

The Personal Lines Account Executive will manage a book of personal lines accounts. The responsibilities include providing clients comprehensive annual reviews, doing online rating, providing COI’s and working with accounts on policy changes, endorsements and claims coordination. Overseeing other CSRs

Apply for the position today by completing the form and completing the assessment.

Benefits

Paid Time Off (PTO)

Career Growth Opportunities

Responsibilities

Assist in the production of new accounts and the retention of existing accounts, inclusive of preparing applications to market new and renewal business

Addressing all service and billing requests with clients, underwriters, or brokers

Complete account reviews on existing clients to determine if additional insurance should be solicited

Actively solicit additional coverage opportunities through rounding existing accounts

Provide prompt, efficient and high quality service to customers

Process endorsements, policy changes and verify accuracy

Prepare COI’s and Schedules of Insurance and distribute accordingly

Oversee Personal Lines CSRs

Treat each customer contact as a cross and up-sell opportunity including financial products.

Maintain knowledge of new products and services.

Generating insurance quotes.

Develop and maintain client relationships.

Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.

Work independently and as part of a team.

Stay up-to-date on industry market trends and best practices.

Requirements

• Possess an upbeat, positive and enthusiastic attitude.
• Proficiency to multi-task, follow-thru and follow-up.
• Driven and goal-oriented individual.
• Ability to tactfully handle stressful and difficult situations.
• A firm understanding of personal and commercial lines insurance
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
• Understanding of Excess and Surplus Lines
• Property and Casualty Licensed required
• Life, Accident and Health Licensed preferred
• Minimum 5 Year of Property and Casualty Experience