Personal Lines Account Executive

Job Title

Purpose of Job:

To build a book of business by creating relationship-focused connections as an insurance expert through prospecting and networking. To provide prompt, efficient, high-quality service to designated accounts while assisting in the retention of existing accounts. Supervise a team and make decisions based on team workload.

Responsibilities:

Provide excellent service at all times with understanding and empathy. Provide expert knowledge to clients and team members. Document all client interactions. Prospect/Network outside of business hours. Supervise team and delegate workloads to best fit teams' needs along with running weekly team meetings. Be available to your insureds' outside of office hours pending their request or needs. Be involved in a Business Network group or local community opportunities. Cross-sell to help build book of business. Help with client retention. Help in maintaining up-to-date client contact information. Communicate with Team Members in a professional manner. Work toward your CISR and CIC designation.

Job Qualifications:

Advanced computer skills. Self-Motivation. Ability to work in a team environment. Exceptional communication and time management skills. Ability to multitask. CISR Designation. CIC Designation. Life & Health License.

Performance Measurements:

Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, supervisory performance, new business and account retention.

Benefits:

401k Match. Profit Sharing. Section 125 - Daycare, Health, Dental & Vision. 35 Hour Work Week. Vacation. PTO. 7 Paid Holidays & Birthday off. HSA Health Insurance - 100% of Employee Paid. $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost. Licensing & CE Scheduled & Paid by Agency. Group Long Term Disability - at your cost. Group Dental - at your cost. Group Vision - at your cost. Aflac Benefits - at your cost. LegalShield - Shared cost.