Job Description

Personal Insurance Account Executive

Job Summary

Seeking a motivated and customer-focusedPersonal Insurance Account Executiveto join a growing team. The successful candidate will be responsible for managing and expanding relationships with individual clients by providing tailored insurance solutions and exceptional customer this role you will play a crucial part in ensuring client satisfaction retention and growth.

Responsibilities

• Serve as the primary point of contact for personal lines clients addressing inquiries and concerns in a timely and professional manner.
• Assess clients insurance needs and provide personalized recommendations to meet their unique requirements.
• Explain policy features terms and coverage options clearly and transparently to clients.
• Proactively identify and pursue opportunities to cross-sell and upsell insurance products and services.
• Build and maintain long-term relationships with clients ensuring a positive and consistent customer experience.
• Prepare and present tailored insurance quotes reviewing and finalizing applications with accuracy and attention to detail.
• Collaborate with underwriters carriers and internal teams to address policy issues and ensure timely resolution.
• Stay up-to-date on industry trends market conditions and competitive products to provide informed advice to clients.
• Maintain detailed and accurate records of client communications and transactions in compliance with company policies.
• Contribute to team efforts and participate in ongoing training and development opportunities to enhance skills and performance.

Qualifications/Requirements

• Proven experience as an Account Executive Insurance Agent or similar role in the personal lines insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong communication and interpersonal skills with a customer-first mindset.
• Ability to explain complex insurance concepts in a clear and approachable manner.
• Demonstrated ability to build and maintain meaningful client relationships.
• Goal-oriented with a track record of meeting or exceeding performance targets.
• Excellent organizational skills and attention to detail with the ability to prioritize and manage multiple tasks effectively.
• Proficiency with insurance management software and common office tools (e.g. Microsoft Office Suite).
• Bachelors degree in Business Finance Marketing or a related field is preferred but not required.

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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