Personal Lines Account Executive

We are looking for a talented and dynamic account representative to help us expand our Personal Lines Insurance business by handling new and existing client administration including a number of high-net-worth clients. We offer a competitive salary and generous vacation package.

Job Skills and Requirements
? A minimum of 3 years experience in an agency setting and proven personal lines experience
? A valid Property & Casualty insurance license
? Good comprehension of personal lines insurance plans, including, auto, home owners, renters, earthquake and umbrella insurance, etc.
? Knowledge of Applied EPIC, Applied Quoter, Adobe Acrobat Pro and Office 365 including Word, Excel & Teams
? Excellent communication, presentation and relationship building skills
? Ability to analyze multiple carrier options and present solutions matched to client needs
? Experience with carrier quotation platforms and related agency/broker submission forms
? Ability to prioritize tasks and deliver in a fast-paced working environment

Responsibilities
? Develop and maintain excellent client and carrier relationships
? Administrative responsibility for maintaining and managing client and carrier documents
? Retain continuous awareness of customer requirements and proactively engage with internal and external parties as needed to deliver solutions
? Determine customers risk exposures, collect information relating to those exposures and offer tailored and suitable insurance and risk management options
? Maintain a current valid license including commitment to continuous education and attend appropriate carrier and agency training sessions as needed
? Provide claims assistance to clients as needed
? Punctual, diligent and efficient

Location

Remote position

How to apply

To apply, please send your resume, current salary and why you feel you are right for the role to: [email protected], using the e-mail subject ?Personal Lines Account Executive?.

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