What are the responsibilities and job description for the Personal Lines Sales Executive position at LEI Cross Financial Corp?
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Personal Lines Senior Sales Executive
Senior Client Executives are primarily responsible for prospecting, networking, and selling new personal lines business while creating and maintaining strong relationships with customers, underwriters, and other industry professionals. This role also has the added responsibility of mentoring inexperienced sales professionals, servicing certain high-profile accounts, and has an active voice in the direction of the sales team.
Duties of a Senior Client Executive include but are not limited to:
- Maintain a Property & Casualty license along with keeping up with Continuing Education.
- Understanding and following the Cross Basic Procedure Manual & Workflow Manual.
- Understanding and following the Personal Lines Workflow Manual.
- Keeping accurate notation and documentation in the agency management and sales systems
- Only using approved Action Codes in AMS 360.
- Meeting annual sales goal.
- Following up and completing open suspense’s daily.
- Servicing and selling personal insurance products to prospective and existing clients.
- Establish & maintain good working relationships with company personnel (underwriters, marketing representatives, companies service centers, and claims representatives).
- Providing quality customer service to existing and prospective clients.
- Staying up to date on new insurance products and market/industry trends.
- The ability to understand and analyze insurance coverage and policy forms.
- Strong written, oral and phone communication skills
- Organize, set, and maintain priorities
- Working knowledge and/or experience with AMS360, Microsoft Office (Word, Outlook, Teams), ACORD forms, and various quoting platforms.
- Ability to present, educate, and close on all personal lines’ insurance products.
- Use lead and target lists to establish contacts and schedule appointments.
- Meet with prospective clients and solicit referrals from existing clients.
- Proven ability to network and develop leads.
- Conduct sales presentations with the intent of selling an insurance product.
- Proven quote to close ratio on fully rounded accounts.
- Mentor inexperienced sales professionals.
- Service certain identified high-profile accounts.
- Consult and work with leadership on the direction of the sales team.
- Perform other duties as assigned.
