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Personal Lines Insurance Account Executive

2 months ago


Dallas, Texas, United States The Phoenix Insurance Full time
Position Overview

The Phoenix Insurance is on the lookout for a motivated Account Manager to enhance our dynamic and high-volume insurance operations. As a leading Specialty Insurance Agency in the United States, we pride ourselves on our integrity and our ability to solve complex problems for our clients.

Key Responsibilities:

  • Serve as a reliable consultant for clients, addressing their inquiries and concerns with expertise.
  • Evaluate insurance data to pinpoint potential risks and recommend effective solutions.
  • Examine upcoming policy renewals to guarantee clients receive the best coverage available.
  • Proactively reach out to clients for annual review discussions.
  • Spot opportunities for upselling and cross-selling various insurance products.
  • Provide outstanding customer service to foster strong client relationships.

Qualifications:

  • At least 3 years of experience in Sales and Account Management within the Property and Casualty Insurance sector.
  • Self-motivated individual with a strong drive to meet and exceed objectives.
  • Exceptional attention to detail when reviewing insurance policies and agreements.
  • Proactive approach combined with strong analytical and problem-solving capabilities.
  • Dedication to customer satisfaction and effective communication skills.
  • Proficient in Microsoft Outlook, Excel, Word, and Adobe Reader/Acrobat.

Employee Benefits:

  • 401(k) plan with employer matching
  • Comprehensive dental coverage
  • Employee assistance programs
  • Health insurance options
  • Life insurance policies
  • Generous paid time off
  • Parental leave benefits
  • Vision insurance coverage
  • Disability insurance options