Personal Lines Account Executive
Core
Sales executive responsible for selling personal insurance products (home, motor, add-ons) to clients, converting leads into policies, and negotiating terms.
Role type
Personal Lines Account Executive
Builds
Insurance policies for personal lines customers
Domain
Insurance / Personal Lines
Required skills
Sales conversion, product assessment, quote preparation, negotiation, cross-selling, pipeline management, regulatory compliance
Preferred skills
CIP qualification, knowledge of motor and home insurance, target-driven performance
Technologies
Consulting tools, data and analytics platforms
Responsibilities
Handle inbound and outbound sales calls, assess client needs, prepare and present quotes, negotiate with insurers, execute cross-sell and up-sell opportunities, build and maintain sales pipeline, ensure compliance, stay informed on product changes, collaborate with Regional Sales Manager