Personal Lines Account Executive

Job Description

Personal Lines Account Executive

Job Summary

Are you looking for an engaging and rewarding opportunity within the insurance industry A growing agency is seeking a Personal Lines Account Executive to join their team. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Primary responsibilities include fully servicing a book of business marketing to carriers providing quotes presenting renewal presentations to clients identifying gaps in coverage and rounding out accounts.

Responsibilities

• Manage the renewal process taking full ownership from initial review to policy issuance.
• Set clear expectations with clients regarding renewal timelines and procedures.
• Coordinate with internal teams to process policy changes endorsements and issue certificates of insurance promptly.
• Address client inquiries and concerns promptly and professionally ensuring high levels of client satisfaction.
• Maintain regular and professional communication with clients insurance carriers and internal stakeholders.
• Prepare and submit comprehensive insurance applications and proposals to carriers on behalf of clients.
• Prepare accurate and timely quotes for both new and renewal business.
• Review insurance quotations to identify optimal coverage options for clients personal insurance needs.
• Create accurate and professional insurance proposals for client presentations.
• Ensure all policy endorsements are accurate and comply with clients insurance requirements.
• Assist clients with premium audits and manage disputes when necessary.
• Issue certificates of insurance in accordance with client requests.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Identify crosssell opportunities within existing client accounts and recommend additional coverage options.
• Stay updated on industry trends maintain relevant certifications and participate in ongoing training.
• Provide mentorship and support to team members to foster their professional growth.
• Efficiently prioritize and manage workload to meet client needs and deadlines.

Qualifications/Requirements

• Possesses a comprehensive understanding of various insurance products.
• Demonstrates strong verbal and written communication skills with the ability to effectively communicate with clients insurance carriers and team members.
• The ability to convey complex insurance information in a clear and understandable manner.
• Exceptional client service orientation with a proactive and solutionsdriven approach.
• Experience handling client inquiries concerns and providing timely resolutions.
• Experienced in building and maintaining positive client relationships ensuring exceptional customer service and satisfaction.
• Strong organizational and time management skills to prioritize and manage workload efficiently.
• Attention to detail in policy reviews documentation and client communication.
• Ability to analyze complex insurance situations and propose effective solutions.
• Demonstrated ability to provide expert advice to clients is required.
• Holds an active Property and Casualty (P&C) Insurance License.
• Previous HighNetWorth experience is required.
• Previous CA insurance industry experience is required.
• Preferred Agency Management System Experience: HawkSoft
• 5years of relevant insurance industry experience preferred.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Compensation: Between $75k$95k (based on experience) bonus and commission opportunities.
• Competitive benefits package paid time off professional development opportunities etc.
• Hybrid and remote work schedules available.

Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.

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