What are the responsibilities and job description for the Personal Insurance, Account Executive position at Hosket Ulen Insurance Solutions LLC?
We are seeking a highly motivated and detail-oriented Personal Lines Account Executive to join our growing team. The ideal candidate will be a proactive problem-solver with a passion for client service and a talent for innovative thinking. The Personal Lines Account Executive will work closely with other members of the Hosket Ulen Personal Lines Team where you'll thrive in a fun, engaging environment that values your development and work-life balance.
Our Property & Casualty licensed Personal Lines Account Executive is responsible and focused on managing personal lines insurance for new and active clients. The goal is to proactively and efficiently service existing client relationships while also onboarding new clients to the Hosket Ulen family. This role will take multiple client requests per day and be responsible for our existing clients by handling change requests, quoting, claims, service requests, and general insurance questions. The Personal Lines Account Executive serves as a liaison with clients to ensure that we provide a consistent customer service experience throughout the policy period and each renewal.
This individual will harness the Values of Hosket Ulen Insurance Solutions and uphold them in every client and colleague interaction. If you are a self-starter, seek to be part of a values-based team, are attentive to detail, and are able to maintain a positive attitude in the face of adversity, this opportunity is for you.
Key Responsibilities:
- Receive phone calls and email from clients and companies regarding coverage, claims, payments or administrative items and handle with the utmost customer service standards
- Issue endorsement requests accurately and promptly
- Issue auto ID Cards
- Process client requests for policy, billing & claims information
- Maintain client policies by processing endorsements in a timely manner
- Assist clients with payments and policy-related inquiries
- Ensure Salesforce and client policy records are consistently up-to-date
- Collaborate with team members to enhance overall customer experience
- Review coverage items, make recommendations & stay up to date with carriers.
- Operate as part of a team
- Able to organize and prioritize tasks
- Be familiar with and follow agency Errors and Omission guidelines.
What We're Looking For:
- Exceptional attention to detail and organizational skills
- Strong analytical and problem-solving abilities
- Excellent verbal and written communication skills
- Proficiency in Salesforce and Microsoft Office Suite
- Ability to multitask and prioritize in a fast-paced environment
- Self-motivated with a proactive approach to work
- Team player with a positive attitude and willingness to adapt
- This role will be hybrid with 2-3 scheduled days in the office and the balance of the week working remote
We are particularly interested in candidates who:
- Demonstrate innovative thinking and bring fresh ideas to the table
- Take initiative in identifying process improvements
- Inspire team members with creative solutions to challenges
- Show a commitment to continuous learning and professional growth
- Possess a deep understanding of customer needs and expectations in the insurance industry
Why Join Our Team:
- Opportunity to contribute to a dynamic, growing company
- Collaborative work environment that values fresh perspectives
- Chance to make a significant impact on client satisfaction and team success
Job Type: Full-time
Pay: $35,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Supplemental Pay:
- Bonus opportunities
Education:
- High school or equivalent (Preferred)
Experience:
- Customer service: 1 year (Preferred)
License/Certification:
- Property and Casualty license (Preferred)
Work Location: Hybrid remote in Miamisburg, OH 45342
Salary : $35,000 - $50,000
