Personal Lines Account Executive
$55k - $80kThe Jonus Group
Job Description
Personal Lines Account Executive
Job Summary Seeking a dedicated and experienced Personal Lines Account Executive to join a growing team. This role is responsible for managing and servicing a portfolio of personal lines accounts, providing exceptional client service, and supporting account retention and growth. The ideal candidate will have a strong background in personal lines insurance, experience working with affluent and high-net-worth clients, and a commitment to delivering outstanding service.
Responsibilities
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-ZS1
Personal Lines Account Executive
Job Summary Seeking a dedicated and experienced Personal Lines Account Executive to join a growing team. This role is responsible for managing and servicing a portfolio of personal lines accounts, providing exceptional client service, and supporting account retention and growth. The ideal candidate will have a strong background in personal lines insurance, experience working with affluent and high-net-worth clients, and a commitment to delivering outstanding service.
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.
- 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.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong problem-solving skills and ability to work independently and collaboratively.
- Salary Range: $55,000 - $80,000 annually, depending on experience.
- Discretionary bonus opportunity.
- Competitive benefits package, paid time off, and professional development opportunities.
- Onsite position with potential for hybrid flexibility.
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. #LI-ZS1
Vacancy posted 4 days ago
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