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Personal Lines Insurance Account Executive

2 months ago

Ocala, Florida, United States King Insurance Partners Full time
Job Overview

At King Insurance Partners, we are dedicated to our founding principle: to do all the good we can for our clients and community. We are seeking a skilled Personal Lines Account Manager to join our dynamic team.

Key Responsibilities:
  • Oversee a portfolio of personal insurance accounts.
  • Develop innovative strategies to address client requirements regarding coverage and pricing.
  • Exercise independent judgment on significant accounts, including:
    • Negotiating pricing for insurance products.
    • Conducting client interviews.
    • Gathering and evaluating client information to assist in product and pricing decisions.
    • Implementing company policies tailored to individual client circumstances.
    • Support producers in cross-selling personal lines to commercial agents.
    • Manage all new VIP accounts.
    • Negotiate with underwriters, provide quotes, and act as a liaison with carriers.
    • Perform additional duties as assigned.
Qualifications:
  • Proven ability to use discretion and independent judgment to create solutions that meet client needs.
  • Experience in collecting and analyzing client data.
  • Strong interpersonal skills to interact with clients professionally and efficiently.
  • Ability to assist producers with both new and existing client requirements.
  • Track record of achieving sales targets.
  • Expertise in marketing and networking.
  • Experience managing a diverse client base or large book of business.
  • Background in insurance sales.
  • Excellent negotiation and presentation abilities.
Requirements:
  • Active property and casualty insurance license.
  • Minimum of 2 years of recent experience with AMS360.
  • 2 to 9 years of experience in personal lines insurance within an agency or brokerage.
  • At least 2 years of experience in cross-selling and up-selling.
  • Proficiency in PC applications, including MS Office Suite: Outlook, Word, Excel.
  • High school diploma or equivalent.
Benefits:
  • Comprehensive medical, dental, and vision insurance.
  • 401(k) plan with employer matching.
  • Employer-paid short-term and long-term disability insurance.
  • Life insurance coverage.
  • Employee Assistance Program.
  • Generous paid time off policy.
  • Tuition reimbursement program.
  • Employee referral incentives.
  • Opportunities for professional growth and advancement.

Equal Opportunity Employer

King Insurance Partners, LLC is committed to fostering a diverse workplace and encourages applications from individuals of all backgrounds and experiences.