Personal Lines Account Executive for Independent Insurance Agency

2 weeks ago


San Angelo, Texas, United States Texas Select Insurance Group Full time
Job Overview

Note: Completion of assessments is required for consideration.

Texas Select Insurance Group is expanding its operations and is in search of a dedicated individual to enhance our exceptional customer service team. We are looking to fill a full-time role for a Personal Lines Account Executive. This position involves delivering outstanding service to our existing clients and potential customers, managing policy modifications, maintaining product knowledge, and addressing client inquiries.

While prior experience in the insurance sector or office environment is advantageous, it is not mandatory for this role.


Benefits Offered

Competitive Annual Salary with Bonus Potential

Paid Time Off (PTO)

Standard Monday to Friday Work Schedule

Opportunities for Career Advancement

Retirement Savings Plan


Key Responsibilities
  • Manage customer requests for policy modifications.
  • Collect all necessary documentation from clients.
  • Address incoming claims inquiries from clients.
  • Warmly welcome all clients entering the office.
  • Process premium payments from clients.
  • Utilize each customer interaction as an opportunity for cross-selling and upselling financial products.
  • Confirm and update client contact information during each interaction.
  • Answer incoming calls promptly.
  • Respond to all voicemail messages in a timely manner.
  • Stay informed about new product offerings.
  • Conduct follow-up calls regarding claims.
  • Gather potential client information for quotes.
  • Arrange meetings for sales representatives with prospective clients.

Qualifications
  • A genuine eagerness to learn, be resourceful, and open to coaching.
  • Self-motivated with a strong sense of urgency.
  • Proficient in spelling and grammar.
  • Strong business writing and editing capabilities.
  • Excellent customer service skills.
  • Effective problem-solving abilities.


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