Position Overview

This position is for an Account Executive with responsibilities related to client management and retention.

Primary Responsibilities

• Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
• Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
• Handling renewals, service requests, claims, billing and new policies
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss / claim analysis and summaries
• Coordinate expiration list with department manager to obtain renewal business information

Qualifications

• Bachelor’s degree or equivalent work experience, preferred
• 5 years minimum Personal Lines Account Management experience required
• Property & Casualty License required
• CIC designation or equivalent, preferred
• Valid driver’s license and insurance, required
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Applied / Epic or similar agency management software experience, preferred.
• Able to work independently and enjoy a high degree of interaction with team members.
• Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
• The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
• Ability to maintain a professional demeanor and positive attitude

Last updated : 2024-06-23