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Personal Lines Insurance Account Executive
2 months ago
We are in search of a Personal Lines Insurance Account Executive for a prominent insurance brokerage. Become a vital part of a leading firm as a Property and Casualty Licensed Account Executive within the Personal Lines division. Your role will involve managing client insurance portfolios and contributing to the growth of one of the most rapidly expanding insurance agencies in the United States. Engage with a team that emphasizes innovation, development, and strong client partnerships.
Location: Remote/Hybrid
Compensation & Benefits:
- Comprehensive benefits package including health, dental, and retirement plans.
- Generous paid leave, encompassing vacation, sick leave, and holidays.
Key Responsibilities:
- Client Relations: Ensure precise client data management for daily assistance and moderate inquiries. Foster robust relationships with insurance providers, aligning with their objectives to enhance business connections.
- Account Oversight: Maintain files and records in accordance with company standards for favorable audits. Oversee the accuracy of new and renewal policies, process modifications, and confirm correct policy ratings. Monitor accounts receivable and policy cancellations while implementing retention strategies for renewals. Keep essential documentation, such as signed applications, organized.
- Insurance Knowledge: Apply technical expertise for prompt carrier quotes and gap assessments. Continuously enhance industry and technical knowledge through training and self-directed study.
Qualifications:
- Experience in Personal Lines, managing clients within an agency or brokerage setting.
- Possession of a Property and Casualty License.
- Familiarity with the Applied EPIC agency management system is advantageous.
Contact Insurance Search Specialists for further information regarding this role and to explore additional opportunities in commercial lines insurance, personal lines including private client services, and employee benefits within the insurance brokerage sector.
Company Overview
Insurance Search Specialists is committed to assisting skilled insurance professionals in finding suitable opportunities with national, regional, and local insurance brokerages. With over 25 years of industry experience, we are dedicated to connecting insurance professionals with the right firms. Our focus is on presenting intelligent career opportunities to our candidates, ensuring we introduce only the most qualified talent to our clients. We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, aiming to ensure that both our clients and candidates achieve the perfect match for their needs. Reach out to us today to discover how we can support you in advancing your career.
