Personal Lines Account Executive

Purpose of Job:
To build a book of business by creating relationship-focused connections as an insurance expert through prospecting and networking
To provide prompt, efficient, high-quality service to designated accounts while assisting in the retention of existing accounts
Supervise a team and make decisions based on team workload
Responsibilities:
Provide excellent service at all times with understanding and empathy
Provide expert knowledge to clients and team members
Document all client interactions
Prospect/Network outside of business hours
Supervise team and delegate workloads to best fit teams’ needs along with running weekly team meetings
Be available to your insureds’ outside of office hours pending their request or needs
Be involved in a Business Network group or local community opportunities
Cross-sell to help build book of business
Help with client retention
Help in maintaining up-to-date client contact information
Communicate with Team Members in a professional manner
Work toward your CISR and CIC designation
Job Qualifications:
Advanced computer skills
Self-Motivation
Ability to work in a team environment
Exceptional communication and time management skills
Ability to multitask
CISR Designation
CIC Designation
Life & Health License
Performance Measurements:
Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, supervisory performance, new business and account retention.
Benefits:
401k Match
Profit Sharing
Section 125 - Daycare, Health, Dental & Vision
35 Hour Work Week
Vacation
PTO
7 Paid Holidays & Birthday off
HSA Health Insurance - 100% of Employee Paid
$50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
Licensing & CE Scheduled & Paid by Agency
Group Long Term Disability - at your cost
Group Dental - at your cost
Group Vision - at your cost
Aflac Benefits - at your cost
LegalShield - Shared cost

Employment type
Full-Time

Work arrangement
No