Personal Lines Account Executive
We are looking for a talented and dynamic account representative to help us expand our Personal Lines Insurance business by handling new and existing client administration including a number of high-net-worth clients. We offer a competitive salary and generous vacation package.
Job Skills and Requirements
A minimum of 3 years experience in an agency setting and proven personal lines experience
A valid Property & Casualty insurance license
Good comprehension of personal lines insurance plans, including, auto, home owners, renters, earthquake and umbrella insurance, etc.
Knowledge of Applied EPIC, Applied Quoter, Adobe Acrobat Pro and Office 365 including Word, Excel & Teams
Excellent communication, presentation and relationship building skills
Ability to analyze multiple carrier options and present solutions matched to client needs
Experience with carrier quotation platforms and related agency/broker submission forms
Ability to prioritize tasks and deliver in a fast-paced working environment
Responsibilities
Develop and maintain excellent client and carrier relationships
Administrative responsibility for maintaining and managing client and carrier documents
Retain continuous awareness of customer requirements and proactively engage with internal and external parties as needed to deliver solutions
Determine customers risk exposures, collect information relating to those exposures and offer tailored and suitable insurance and risk management options
Maintain a current valid license including commitment to continuous education and attend appropriate carrier and agency training sessions as needed
Provide claims assistance to clients as needed
Punctual, diligent and efficient
Location
Remote position
How to apply
To apply, please send your resume, current salary and why you feel you are right for the role to: [email protected], using the e-mail subject Personal Lines Account Executive.
Apply Now
Job Skills and Requirements
A minimum of 3 years experience in an agency setting and proven personal lines experience
A valid Property & Casualty insurance license
Good comprehension of personal lines insurance plans, including, auto, home owners, renters, earthquake and umbrella insurance, etc.
Knowledge of Applied EPIC, Applied Quoter, Adobe Acrobat Pro and Office 365 including Word, Excel & Teams
Excellent communication, presentation and relationship building skills
Ability to analyze multiple carrier options and present solutions matched to client needs
Experience with carrier quotation platforms and related agency/broker submission forms
Ability to prioritize tasks and deliver in a fast-paced working environment
Responsibilities
Develop and maintain excellent client and carrier relationships
Administrative responsibility for maintaining and managing client and carrier documents
Retain continuous awareness of customer requirements and proactively engage with internal and external parties as needed to deliver solutions
Determine customers risk exposures, collect information relating to those exposures and offer tailored and suitable insurance and risk management options
Maintain a current valid license including commitment to continuous education and attend appropriate carrier and agency training sessions as needed
Provide claims assistance to clients as needed
Punctual, diligent and efficient
Location
Remote position
How to apply
To apply, please send your resume, current salary and why you feel you are right for the role to: [email protected], using the e-mail subject Personal Lines Account Executive.
Apply Now