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Personal Lines Insurance Account Executive

2 months ago

Salt Lake, Utah, United States Anderson Insurance Group Full time
Job Overview

Are you passionate about making a positive impact in people's lives?

At Anderson Insurance Group, we provide more than just a job; we are dedicated to nurturing the development of our team members in their insurance careers and personal endeavors. With compensation packages that exceed industry standards, we focus on cultivating a safe, supportive, and vibrant workplace where employees can excel. As a proud, locally-owned insurance agency in Utah, we are recognized as one of the fastest-growing agencies in the region. Our energetic work culture reflects our dedication to both our clients and the insurance sector. We also offer flexible work-from-home options.

As a Personal Lines Insurance Account Executive, your main duties will involve overseeing client accounts to guarantee exceptional satisfaction. In our service-driven and family-oriented environment, you will play a crucial role in fostering strong client relationships while enjoying access to leadership and opportunities for both personal and professional advancement. Experience a rewarding career where your expertise and dedication are valued, and your professional development is prioritized.


Benefits

Competitive Annual Salary Based on Experience

Performance-Based Bonuses

Support for Licensing

Generous Paid Time Off (PTO)

Work-Life Balance

Evenings and Weekends Off

Paid Holidays

Career Advancement Opportunities

Professional Development Programs

Mentorship Initiatives

Continuing Education Support

Regular Training Workshops

Hands-On Training

Professional Work Environment

Monday to Friday Schedule

Remote Work Options


Key Responsibilities
  • Utilize exceptional relationship-building skills to establish trust with clients and ensure retention and loyalty to our products.
  • Follow up on leads generated from referrals, networking, and other sources.
  • Present and clarify insurance policy options tailored to client needs and personal objectives.
  • Treat every customer interaction as a cross-sell and up-sell opportunity, including financial products.
  • Employ various computer systems for daily transactions, process premium payments, review and modify policies, manage claims, and issue necessary documentation.
  • Implement strategies to re-engage with former clients, showcasing the value of our offerings.

Qualifications
  • Property and Casualty License required. Licensing costs will be fully covered for the right candidate.
  • 2+ years of office or insurance experience preferred.
  • Meticulous attention to detail when reviewing policies, contracts, and client information to minimize errors.
  • Basic proficiency in computer software is essential, including Microsoft Office Suite; familiarity with Agency Management Systems (AMS) is a plus.
  • Self-motivated individual who can work independently to achieve targets and prioritize daily tasks.
  • Effective communication skills in both written and verbal forms to provide clear and informative responses.
  • Professional demeanor in all interactions to foster a positive work environment.
  • Fluency in Spanish is preferred to serve a diverse clientele effectively.