What are the responsibilities and job description for the Personal Lines Account Executive position at Barnes-Bollinger Insurance Services?

Job Description

Barnes-Bollinger Insurance is growing and in need of an experienced Personal Lines Account Executive! This full-time in office position is perfect for someone who has previous industry experience and is looking for a long-term, rewarding career. The ideal candidate would have :

A genuine willingness to learn, and be coachable
Excellent communication and interpersonal skills
Driven, goal oriented, and a strong work ethic
Customer-service oriented mindset
An enthusiastic team player

Responsibilities will include but are not limited :

Maintain and build a book of personal lines business within the agency.

Conduct meetings with potential clients, assessing their needs, and recommending the best insurance solutions.

Provide timely, comprehensive and competitive quote proposals based on client needs and risk profile, aiming for a high conversion rate of leads to policies.

Cultivate strong relationships with - and serve as the point of contact for clients and company representatives.

Respond to clients, insurance carriers, sales team, and supervisors’ correspondences and requests in a timely, effective, and professional manner.

Serve as a knowledgeable, trusted insurance advisor when answering client questions regarding their policies and coverage.

Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes to make informed recommendations to clients.

Proactively review renewals to meet changing client needs, ensuring long-term client loyalty.

Clearly and promptly document all correspondence with insureds and carriers.

Identify, market and propose cross-sell opportunities to existing clients.

Follow up and complete outstanding client and carrier tasks and requests.

Review and reconcile daily download at the beginning of the workday for assigned client book of business.

Assist with department special projects as needed.

The in-office hours for this position are : 8-4 : 30, 8 : 30am- 5, or 9-5 : 30pm- Monday through Friday. At Barnes-Bollinger, we offer competitive wages and benefits. Full-time employees receive a generous paid time off package, 401k with profit sharing, Group life, Short-term & Long-term disability, Medical, Dental, and Vision plans are also available. It is our priority to set you up for success, and therefore on the job training, continuing education and licensing will be provided. Advancement opportunities are always available and encouraged at Barnes-Bollinger!

Compensation for this position ranges from $50,000 to $60,000 / year and includes both a weekly base salary and commissions- paid quarterly.

Guaranteed base salary of $750 per week.

Commissions paid quarterly, offset by the base salary.

We look forward to hearing from you!

Salary : $50,000 - $60,000

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Personal Lines Account Executive

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