Personal Lines Account Executive
Develop and expand your career at an exciting and dynamic company
The Position
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’.
CONTACT US
CAREERS
CLIENT TESTIMONIALS
ABOUT US
TERMS OF SERVICE
PRIVACY POLICY
360 N. Pacific Coast Highway, Suite 2000, El Segundo, CA 90245
✆ 310 414 2100 | [email protected]
CA Insurance License #0I56036
Beach Financial Group DBA Beach Financial & Insurance Solutions
All rights reserved.
Apply Now
The Position
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’.
CONTACT US
CAREERS
CLIENT TESTIMONIALS
ABOUT US
TERMS OF SERVICE
PRIVACY POLICY
360 N. Pacific Coast Highway, Suite 2000, El Segundo, CA 90245
✆ 310 414 2100 | [email protected]
CA Insurance License #0I56036
Beach Financial Group DBA Beach Financial & Insurance Solutions
All rights reserved.
Apply Now