Personal Lines Account Executive

About the role

SWBC is seeking a talented individual to meet with high-net-worth clients, review their personal insurance accounts, provide prompt, accurate, and courteous service, maintain those accounts by constantly reviewing and communicating with clients, and work with producers to expand VIP client business.

Essential Duties

• Provides information, rates, and quotes for all new and renewal VIP Personal lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
• Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders, and certificates.
• Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
• Affords assistance and provides training to other Customer Service Representatives as needed.
• Maintains a level of up-to-date knowledge on the rating system, forms, and coverage changes.

Qualifications

• A High School Diploma or equivalency.
• Possess a General Insurance license and professional designations (CISR, CIC).
• Minimum of two (2) years of VIP clients-personal lines insurance experience.
• Working knowledge of insurance forms, coverage, and rating.
• Strong working knowledge of PC's and related applications.
• Excellent analytical and problem resolution skills.
• Strong verbal, organizational, and interpersonal skills.
• Able to type a minimum of 45 wpm accurately, operate a calculator, and have a working knowledge of MS Word and Excel.
• Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
• Able to sit for long periods of time updating and validating insurance policies.
• Able to lift and/or push 10-20 lbs. of files, insurance manuals, or boxes.
• May have to travel locally and nationally.

Benefits

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Led by Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

Pay

Competitive overall compensation package

Schedule

Varies based on company needs