Personal Lines Account Executive
Core
Manage high-net-worth VIP clients by reviewing personal insurance accounts, providing accurate service, and expanding business through carrier/broker collaboration.
Role type
Personal Lines Account Executive (Insurance)
Builds
Personal lines insurance policies and coverage for VIP clients
Domain
Insurance / Personal Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
General Insurance license, professional designations (CISR, CIC), 2+ years VIP personal lines experience, knowledge of insurance forms/coverage/rating, PC proficiency, analytical skills, verbal/organizational/interpersonal skills, typing 45 wpm, MS Word/Excel knowledge
Preferred skills
None stated
Technologies
MS Word, Excel
Responsibilities
Provide rates and quotes for new and renewal VIP policies, review renewal requests and endorsements for accuracy, maintain accurate customer account files, assist and train Customer Service Representatives, stay updated on rating systems and coverage changes
Seniority
Mid-level, experienced IC