Personal Lines Insurance Account Executive

2 weeks ago


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

The Phoenix Insurance is in search of a dedicated Account Manager to support our dynamic and high-volume insurance operations. As a prominent Specialty Insurance Agency in the United States, we pride ourselves on our integrity and ability to resolve client challenges effectively.

Key Responsibilities:

  • Serve as a reliable consultant for clients, managing inquiries and addressing concerns.
  • Evaluate insurance data to pinpoint potential risks and propose appropriate solutions.
  • Oversee upcoming policy renewals to guarantee clients receive the best coverage options.
  • Engage with clients proactively for annual review discussions.
  • Spot opportunities for upselling and cross-selling various insurance offerings.
  • Provide outstanding customer service to enhance 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 desire to meet objectives.
  • Exceptional attention to detail when analyzing insurance policies and agreements.
  • Proactive approach combined with robust analytical and problem-solving capabilities.
  • Dedication to client 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 program
  • Health insurance options
  • Life insurance policies
  • Paid time off benefits
  • Parental leave provisions
  • Vision insurance plans
  • Disability insurance coverage


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