Middle Market Account Executive
Core
Managing personal lines insurance accounts for individuals and families by reviewing coverage, exposure, and pricing, while soliciting additional business and maintaining carrier relationships.
Role type
Middle Market Account Executive (Personal Lines)
Builds
Personal lines insurance policies and risk management solutions
Domain
Insurance brokerage / Personal Lines
Deliverable
client delivery
Required skills
Property & Casualty insurance licensing, carrier relationship management, account retention strategies, policy review and pricing analysis, client communication, Microsoft Office proficiency
Preferred skills
Experience with major carriers (Chubb, AIG, Travelers, Pure, Berkley One), organizational skills, deadline management
Technologies
EPIC, Microsoft Office Suite
Responsibilities
Review client coverage, exposure, and pricing; solicit additional business from existing clients; maintain knowledge of carriers and products; handle client problems and questions; update account activity in EPIC; send policy confirmation letters
Seniority
Mid-level, hands-on IC