Personal Lines Account Executive
15 hours ago
Job Type: Full Time/ Non-Exempt
Location: Gaithersburg, MD
What You'll Do as a Personal Lines Account Executive
We're looking for a confident, client-focused insurance pro to join our team as a Personal Lines Insurance Account Executive In this role, you'll help match people with the right insurance solutions by understanding their needs and recommending personalized coverage options. You'll also support remarketing efforts and cross-sell opportunities, all while delivering top-tier service and building strong relationships.
If you're great at problem-solving, love working independently, and have a knack for making insurance feel simple and approachable, this could be the perfect fit.
What You'll Be Doing:
- Understand client needs and recommend the best insurance solutions
- Quote and market new business using carrier systems and comparative rater tools
- Support cross-sell and win-back efforts to grow your book of business
- Work with underwriters to discuss coverage options, pricing, and underwriting questions
- Prepare proposals and present them to clients in a clear, professional way
- Issue policies and handle all necessary documentation once coverage is sold
- Review policies for accuracy and request changes when needed
- Process account transactions like endorsements, binders, certificates, and ID cards
- Maintain accurate records in the agency management system
- Follow billing procedures and help ensure timely payments
- Stay compliant with industry regulations and agency standards
What You'll Bring to the Team:
- A valid Property & Casualty Insurance License
- 2+ years of experience in property and casualty insurance
- A high school diploma or equivalent
- Strong customer service skills and a track record of success
- Solid understanding of insurance products, coverage options, and underwriting
- Excellent communication skills, written and verbal
- Ability to work independently and follow processes with precision
- A team-first attitude and strong work ethic
- Great time management and multitasking skills
- Comfortability using Microsoft Office and various insurance management software
- Health Insurance
- Dental Insurance
- Vision Insurance
- 401(k) with matching
- Paid Time Off
- Life & Disability Insurance
- Family Oriented and Empowering Culture
- Great Work/Life Balance
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
- Work from home
Work Location: In person
Salary Description
$55,000 - $60,000
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