Account Executive - Personal Lines
Core
Review client coverage, exposure, and pricing; solicit additional business and referrals from existing clients; maintain knowledge of carriers and products; handle client problems and update account activity.
Role type
Account Executive (Personal Lines Insurance)
Builds
Insurance policies and risk management solutions for individuals and families
Domain
Insurance / Personal Lines
Deliverable
client delivery
Required skills
Property & Casualty insurance licensing, carrier product knowledge, client relationship management, policy review and pricing, account retention, regulatory compliance
Preferred skills
Microsoft Office proficiency, experience with multiple insurance carriers
Responsibilities
Perform accurate reviews of client coverage, exposure, and pricing; Solicit additional business from existing client base and gain referrals; Maintain working knowledge of carriers and products; Handle client problems and questions; Update EPIC with account activity; Send letters confirming policy activity