Personal Lines Account Executive

Responsibilities

• Serve as the primary point of contact for clients, responding to inquiries and providing expert guidance on coverage needs.
• Manage the full lifecycle of personal lines accounts, including new business, renewals, endorsements, remarketing, and policy servicing.
• Build and maintain strong client relationships, ensuring a high level of satisfaction and retention.
• Conduct coverage reviews and provide tailored insurance recommendations based on client needs.
• Quote and market new and renewal business with carrier partners.
• Collaborate with carriers and internal team members to develop effective insurance solutions.
• Maintain accurate and up-to-date client records within the agency management system.
• Resolve client concerns and coverage issues in a timely and professional manner.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.
• 2-5+ years of personal lines insurance experience required.
• Experience working with high-net-worth personal lines clients preferred.
• Experience with Applied EPIC preferred.
• Strong communication, relationship-building, and customer service skills.
• Detail-oriented with excellent organizational and time management abilities.
• Able to manage multiple priorities in a fast-paced environment.
• Strong problem-solving skills and ability to work independently and collaboratively.

Pay

Salary Range: $55,000 - $80,000 annually, depending on experience.

Schedule

Onsite position with potential for hybrid flexibility.