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Personal Lines Account Executive

2 months ago

White Plains, New York, United States AssuredPartners Full time
Overview

As a leading insurance broker, AssuredPartners is seeking a highly skilled Personal Lines Account Executive to join our team. This role offers a unique opportunity to work with a dynamic team, deliver exceptional risk management solutions, and drive business growth.

Key Responsibilities
  • Lead meetings with clients to negotiate and sell lines of insurance, including renewal meetings at client locations.
  • Provide comprehensive client support and act as the main client contact for the book of business.
  • Effectively manage difficult client communications, including loss of coverage, claim denials, and unfavorable underwriting scenarios.
  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate.
  • Design insurance and risk management plans for clients as assigned and directed by Agency management.
  • Own all audit, review, and claims processes for assigned book of business.
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
Requirements
  • 7+ years of related experience and/or training preferred, or demonstrated skills listed below.
  • Current Property and Casualty license required; professional designations preferred.
  • Comprehensive knowledge of available personal lines coverages based on business classification, as well as informed on industry trends and client retention strategies.
  • Highly developed problem-solving and solution-design skills; strong written and verbal communication skills.
  • Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
  • Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
  • Skilled in use of agency management software with the ability to quickly learn new systems and processes.
What We Offer
  • Competitive base salary of $80,000-$85,000.
  • Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days.
  • Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company-paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options.
  • Company match 401(k) plan 50% up to 6%.
  • Support of your fitness wellness goals We offer up to 75% off at over 11,000 gyms and fitness centers.
  • Opportunity to prioritize your mental health with 24/7 access to licensed therapists.
  • Pet benefits & discounts.
  • Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners.