Personal Lines Account Executive

Job Summary

Seeking a dedicated and experienced Personal Lines Account Executive to join a growing team. This role is responsible for managing and servicing a portfolio of personal lines accounts, providing exceptional client service, and supporting account retention and growth. The ideal candidate will have a strong background in personal lines insurance, experience working with affluent and high-net-worth clients, and a commitment to delivering outstanding service.

Responsibilities

• Serve as the primary point of contact for clients, responding to inquiries and providing expert guidance on coverage needs.

• Manage the full lifecycle of personal lines accounts, including new business, renewals, endorsements, remarketing, and policy servicing.

• Build and maintain strong client relationships, ensuring a high level of satisfaction and retention.

• Conduct coverage reviews and provide tailored insurance recommendations based on client needs.

• Quote and market new and renewal business with carrier partners.

• Collaborate with carriers and internal team members to develop effective insurance solutions.

• Maintain accurate and up-to-date client records within the agency management system.

• Resolve client concerns and coverage issues in a timely and professional manner.

Qualifications/Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• 2-5+ years of personal lines insurance experience required.

• Experience working with high-net-worth personal lines clients preferred.

• Experience with Applied EPIC preferred.

• Strong communication, relationship-building, and customer service skills.

• Detail-oriented with excellent organizational and time management abilities.

• Ability to manage multiple priorities in a fast-paced environment.

• Strong problem-solving skills and ability to work independently and collaboratively.

Compensation Package

• Salary Range: $55,000 - $80,000 annually, depending on experience.

• Discretionary bonus opportunity.

• Competitive benefits package, paid time off, and professional development opportunities.

• Onsite position with potential for hybrid flexibility.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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