Connected Client - Personal Lines Account Executive
Core
Manage Commercial Connected Personal Lines book of business, focusing on policy renewals, client retention, and identifying new business opportunities.
Role type
Personal Lines Account Executive
Builds
Personal Lines insurance policies and client relationships
Domain
Insurance
Deliverable
client delivery
Required skills
portfolio management, policy renewal negotiation, client relationship management, risk profile evaluation, cross-selling, compliance adherence, market practice knowledge
Preferred skills
commercial awareness, training support, product development feedback
Technologies
internal policy and client record systems
Responsibilities
Manage and develop the Commercial Connected Personal Lines book of business; Oversee the renewal process for Personal Lines policies; Evaluate clients' risk profiles and provide expert advice on insurance products; Proactively identify cross-selling and new business opportunities; Achieve agreed new business, renewal, retention, and income targets; Attend client visits with Management or Commercial colleagues as required.