Personal Lines Account Executive

Job Responsibilities

• Remarket renewals with a variety of carriers to provide the best option for our clients.
• Build rapport and relationships with our clients by providing exceptional customer service through proactive and responsive communication.
• Update management system to ensure accurate client records (EPIC experience is preferred but will consider any agency management system).
• Perform various account duties such as policy checking, policy rating and proposal writing.
• Participate in internal team meetings to discuss client needs.

Minimum Requirements

• A High School Diploma (or equivalent)
• Licenses: Property & Casualty (ANY state)

Preferred Skills

• Some College, No Degree
• Licenses: Property & Casualty (CT)
• Management & Rating Systems: EPIC – may train if other agency management system experience
• Computer Skills: MS Excel, MS Teams, Windows 10, Zoom, MS Outlook

Benefits

• Medical
• Dental
• Paid Time Off (PTO)
• Short-Term & Long-Term Disability
• Group Life Insurance
• 401(k)
• 37 ½ work week
• Bonus Eligible