- Salary
- $50k – $65k
- Location
- Denver, CO
- Type
- Full-time
- Department
- Insurance
- Seniority
- Manager
- Closing date
- Today
- Source
- Vincere
Description
Personal Lines Account Manager/Account Executive
Job Summary
Seeking a highly motivated and experienced Personal Lines Account Manager or Account Executive to join a team. This role involves managing a book of business with $300k+ in revenue, focusing on High Net Worth (HNW) and Standard Personal Lines accounts. The ideal candidate will have a proven track record of delivering exceptional client service, cross-selling, and upselling.
Compensation Package
- Salary Range: $50,000 - $65,000 for Account Manager; up to $75,000 for Account Executive (based on experience and book size).
- Benefits: Comprehensive Medical, Dental, and Vision insurance.
- Additional Perks: Opportunity for professional growth within a supportive team culture.
Responsibilities
- Manage and service a book of business with $300k+ in revenue.
- Provide exceptional service to High Net Worth (HNW) clients and carriers.
- Handle quoting for new and renewal business (20% new, 80% renewal).
- Cross-sell and upsell Personal Lines products to existing and new clients.
- Build and maintain strong relationships with clients and carriers.
- Communicate effectively with team members and clients, both professionally and personally.
Qualifications/Requirements
- Licenses: Active Property & Casualty (P&C) license required.
- Experience: Minimum of 2+ years in a similar role, with a focus on High Net Worth clients and carriers. Longevity in previous roles is preferred.
- Technical Skills: Proficiency in Epic software is required.
- Soft Skills:
- Strong written communication skills, particularly in email correspondence.
- Ability to build rapport and maintain professional relationships.
- Effective verbal communication skills with team members and clients.
- Education: Not seeking recent graduates; prior industry experience is essential.
#LI-TS1
Skills
EpicUpselling
