Account Executive, Personal Lines
Core
Managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service for property and casualty insurance.
Role type
Senior Account Executive (Personal Lines)
Builds
Tailored insurance solutions and risk management programs for individual and business clients.
Domain
Insurance / Property & Casualty
Deliverable
client delivery
Required skills
Property & Casualty licensing, account management, carrier negotiation, risk control coordination, claims resolution, cross-selling/up-selling, regulatory compliance, financial analysis
Preferred skills
Brokage experience, strategic account oversight, team coaching, market trend analysis
Technologies
Microsoft Office Suite, Outlook, agency management systems
Responsibilities
Serve as primary consultant and technical expert for assigned accounts; establish relationships with client executives and carrier staff; support Producers in business acquisition and expansion; oversee service delivery including stewardship reports and coverage outlines; conduct annual client reviews and provide risk mitigation recommendations; manage receivables and ensure regulatory compliance.
Seniority
Senior, hands-on IC