Personal Lines Account Executive

Job Summary

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.

Compensation Package

- Salary Range: $25,000 - $55,000 annually (based on experience) - Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

- 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.

Qualifications/Requirements

- 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.