Personal Lines Account Executive

Personal Lines Account Executive

Seeking a dedicated and detail-oriented Personal Lines Account Executive to join a team. This role involves managing personal lines accounts from A-Z providing exceptional service to clients and contributing to the growth of the business through cross-selling opportunities.

• Salary Range: $25000 - $55000 annually (based on experience)
• Benefits:Competitive benefits package 401(k) paid time off professional development opportunities etc.

• Manage a portfolio of personal lines accounts ensuring excellent customer service and satisfaction.
• Handle all aspects of account servicing including policy renewals endorsements and claims assistance.
• Identify and pursue cross-selling opportunities to enhance client coverage and contribute to business growth.
• Utilize Applied EPIC software to maintain accurate and up-to-date client records.
• Collaborate with team members to meet organizational goals and deliver exceptional service.
• Participate in an in-person interview and an insurance knowledge test as part of the hiring process.

• Licensing: Must hold a valid Texas Property & Casualty (P&C) license.
• Experience: Open to candidates with varying levels of experience including those from captive agencies.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Personal Attributes: Strong work history attention to detail and a commitment to providing outstanding client service.

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