Personal Lines Account Executive

Essential Functions

• Reviewing clients and prospects' existing coverage's; identifying gaps/weaknesses in coverage and offering solutions
• Cross-selling and account rounding whenever possible along with asking for referrals
• Working in a team environment with the goal of growing our business profitably
• Become proficient in our Agency Management System and other personal lines related systems
• Utilizing technology and systems to educate, communicate and engage clients year-round
• Familiarize yourself with our other business units and products/services offered by the agency for cross-sell opportunities
• Maintain a working knowledge of carrier reps' target markets and product offerings
• Ensure new business quotes/submissions, renewals and endorsements are complete and processed in a timely manner
• Engage with underwriters, as needed, on new business and/or renewal issues
• Document and update customer records based on interactions

Competencies & Qualifications

• Ability to build a rapport with clients and prospects
• Positive and professional demeanor
• Excellent written and verbal communication skills

Education & Experience

• Minimum of 2+ years previous experience in a personal lines account executive or account manager position
• 20-44 or 2-20 License
• Prior experience with Applied EPIC and QuoteRUSH a plus

Disclaimer

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Benefits

• A comprehensive range of health-related benefit options including medical, vision, and dental
• 401(k) with company match
• Company paid life insurance
• STD, LTD
• A generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!