Senior Account Executive for Personal Lines Insurance

14 hours ago


Dallas, Texas, United States Novatae Risk Group Full time
Job Title: Senior Account Executive for Personal Lines Insurance

We are seeking a highly skilled Senior Account Executive to join our team at Novatae Risk Group. As a Senior Account Executive, you will be responsible for overseeing a portfolio of clients and developing strong relationships with them to drive business growth.

Key Responsibilities:
  • Manage client service needs, including endorsement requests, proofs of insurance, cancellation requests, and claim reporting.
  • Interact with clients to discuss their needs, respond to inquiries, and solve client problems.
  • Process renewals and remarket accounts for renewal marketing.
  • Provide quotes to existing clients for additional lines of business.
  • Process all account transactions in a timely and accurate manner.
  • Follow agency credit and collection procedures for invoicing and pursuing prompt payments.
  • Manage cancellation processes according to agency standards.
Requirements:
  • Property & Casualty license is required.
  • Minimum of 2 years of previous personal lines in wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of personal lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
  • Skilled in developing excellent inter-personal and client relations, producing effective verbal and written communication, and active listening with strong attention to detail.
  • Ability to work independently and apply knowledge and experience to achieve outstanding results.
  • Team player with a strong work ethic and positive attitude.
Equal Employment Opportunity:

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.



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