Personal Insurance Account Executive
Core
Build new business relationships and deliver tailored insurance coverage solutions (habitational, property, casualty) for prospective and existing clients.
Role type
Personal Insurance Account Executive
Builds
Tailored insurance coverage solutions for clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Level 2 license, CAIB designation, 3+ years insurance sales experience, personal lines knowledge, underwriting information gathering, submission process management, consultative selling, cross-channel collaboration
Preferred skills
CAIB designation
Technologies
Windows-based computer systems
Responsibilities
Identify and pursue new business opportunities, gather underwriting information, manage submission process to Underwriting/Marketing, educate clients on products, collaborate across sales channels to grow market share
Seniority
Mid-level sales professional