What are the responsibilities and job description for the Personal Lines Account Executive position at Global Coverage, Inc.?
Position Overview
Now Hiring! Personal Lines Account Executive
Location: Manhattan, NY.
Salary: $85K - $95K/Yr.
Job Summary: Our client has an immediate need for a dedicated and experienced Personal Lines Account Executive to join their team, specializing in providing insurance solutions to a wide variety of industries. This role will focus on managing and servicing clients insurance programs. The Account Executive will be responsible for retention and service of an assigned book of Personal Lines accounts, manage client relationships on a day-to-day basis, acting as a trusted resource to clients, ensure a smooth renewal, and make sure coverage needs are met and delivered to clients promptly. This role directly contributes to key business outcomes including client retention and client satisfaction..
Benefits:
- Health and Dental insurance
- Company sponsored retirement program with match?
- Life insurance
- Company paid LTD
- Paid time off
- Paid sick leave
- Paid holidays and vacation
What You’ll Do:
- Manage the day-to-day needs of an assigned book of personal lines accounts, including policy changes, invoicing, and coverage review.
- Maintain appropriate coverage for personal lines clients; identify gaps and offer solutions.
- Provide prompt, accurate feedback to client inquiries.
- Understand clients’ operations and provide coverage advice and solutions for changing needs.
- Facilitate the renewal process by gathering information, securing renewals, and providing terms to the clients in advance of the effective date.
- Remarketing as needed, including online rating and/or completing and submitting applications.
- Build strong, positive working relationships with clients, carriers, and members of the team.
- Contribute to the Agency’s growth through account rounding, cross-selling, and upselling within the existing book of business.
- Follow established workflows and maintain accurate records.
What You’ll Need:
- Minimum 3 years’ personal insurance experience
- Property & Casualty license required.
- Possession of, or in pursuit of, professional insurance designations a plus
- Demonstrated knowledge of personal lines underwriting and coverage
- Knowledge of carrier rating systems
- Excellent communication skills, both written and oral
- Well organized, detail-oriented, and a team player
- Must be able to work independently and prioritize workflow to ensure completion of all tasks.
- Excellent analytical, problem solving and conflict resolution skills.
- Ability to work in and contribute to the culture of teamwork and cooperation.
- Creativity is valued as a key attribute.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
- Experience in working with AMS360.
Who we are: We are a family-owned full service provider of insurance consulting services, innovative coverage solutions and committed client advocacy to business owners and high net-worth individuals since 1973.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pay Range
USD $85,000.00 - USD $95,000.00 /Yr.Salary : $85,000 - $95,000
