Personal Insurance Account Executive

1 week ago


Oklahoma City, Oklahoma, United States Higginbotham Insurance Agency Inc Full time
Higginbotham Insurance Agency Inc is seeking a dedicated Personal Insurance Account Executive to join our dynamic team. This role is essential in providing exceptional service to our clients while managing their personal insurance needs.

Key Responsibilities:
  • Collaborate with producers and clients to conduct thorough personal insurance evaluations and provide accurate quotes.
  • Assess and analyze coverage options for both new and existing clients, recommending appropriate policies and preparing detailed proposals.
  • Proactively seek opportunities to enhance coverage and expand client accounts.
  • Educate clients on policy limitations and ensure documentation is maintained to meet their insurance requirements.
  • Encourage referrals from current clients to foster new business opportunities.
  • Facilitate connections with Benefits and Commercial Lines departments for additional service offerings.
  • Conduct annual comprehensive account reviews, suggesting necessary coverage adjustments to maintain optimal protection.
  • Manage renewals and remarketing processes in accordance with established workflows.
  • Assist clients with policy modifications and fulfill all service requests promptly.
  • Communicate any changes in policies, exclusions, and coverage needs to clients effectively.
  • Generate necessary documentation and correspondence to address client service requests.
  • Handle client inquiries and complaints with professionalism.
  • Maintain meticulous customer records within management systems.
  • Foster positive relationships with underwriters and collaborate with the Accounting Department to resolve discrepancies.
  • Stay informed about industry trends, new products, and coverage options to enhance personal knowledge and service delivery.
  • Utilize strong communication skills to interact effectively with clients, carriers, and prospects.
Required Skills and Qualifications:
  • Excellent communication and customer service abilities.
  • Self-motivated individual capable of working independently to achieve agency objectives.
  • Team-oriented mindset with a positive approach to overcoming challenges.
  • Strong critical thinking skills to identify potential issues and propose solutions.
  • Intermediate proficiency in Microsoft Office Suite, including Outlook, Word, and Excel.
  • Exceptional organizational and time management skills with a keen attention to detail.
  • Ability to meet deadlines consistently.
Education and Experience:
  • High school diploma or equivalent.
  • Property and Casualty Agent's license is mandatory.
  • 1-2 years of experience in Personal Lines Account Management.
  • Commitment to ongoing professional development.
  • Familiarity with AMS360 or EPIC systems is preferred.
Physical Requirements:
  • Ability to lift up to 25 pounds.
  • Frequent use of vision to read documents and screens.
  • Regular communication via phone and in-person interactions.
  • Repetitive hand movements for typing and writing tasks.
  • Capability to perform various physical activities, including walking, bending, and reaching.


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