Personal Lines- Account Executive
Skills
- Analyze complex insurance situations and communicate options clearly in writing and verbally.
- Work independently and prioritize multiple tasks effectively.
- Intermediate computer skills including Microsoft Word, Excel, and PowerPoint.
- Strong verbal and written communication and negotiation skills.
- Problem-solving with clients, staff, and vendors.
- Attention to detail and accuracy.
- Client-first attitude and effective teamwork.
Responsibilities
- Provide daily administrative support to Producers, Account Executives, and clients including preparing renewal information and processing endorsements.
- Assist clients with claim reporting and maintain communication throughout the claim settlement process.
- Process operations duties linked to new/existing accounts, risk management, marketing support, and order entry.
- Ensure timely and accurate execution of transactions and maintain documentation standards.
- Contact clients to keep them informed about insurance matters and educate business partners on products and compliance.
- Invoice applicable accounts and process premiums.
- Prepare policy renewal questionnaires and recommend coverage enhancements.
- Work on expiration lists to improve customer retention.
- Perform client updates in agency systems according to procedures.
Education
- High school diploma required; college degree preferred.
- Property & Casualty License required.
Benefits
- Medical, vision, and dental health benefits.
- 401(k) plan with company match.
- Company-paid life insurance, short-term and long-term disability.
- 18+ days PTO per year plus 10 paid holidays and 2 floating holidays.
Average salary estimate
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