Personal Lines Account Executive

Purpose of Job:

• To build a book of business by creating relationship-focused connections as an insurance expert through prospecting and networking
• To provide prompt, efficient, high-quality service to designated accounts while assisting in the retention of existing accounts
• Supervise a team and make decisions based on team workload

Responsibilities:

• Provide excellent service at all times with understanding and empathy
• Provide expert knowledge to clients and team members
• Document all client interactions
• Prospect/Network outside of business hours
• Supervise team and delegate workloads to best fit teams’ needs along with running weekly team meetings
• Be available to your insureds’ outside of office hours pending their request or needs

• Be involved in a Business Network group or local community opportunities
• Cross-sell to help build book of business
• Help with client retention
• Help in maintaining up-to-date client contact information
• Communicate with Team Members in a professional manner
• Work toward your CISR and CIC designation

Job Qualifications:

• Advanced computer skills
• Self-Motivation
• Ability to work in a team environment
• Exceptional communication and time management skills
• Ability to multitask
• CISR Designation
• CIC Designation
• Life & Health License

Performance Measurements:

• Semi-annual performance reviews will be conducted which entail, but are not limited to, processing efficiencies, workload management, supervisory performance, new business and account retention.

Benefits:

• 401k Match
• Profit Sharing
• Section 125 - Daycare, Health, Dental & Vision
• 35 Hour Work Week
• Vacation
• PTO
• 7 Paid Holidays & Birthday off
• HSA Health Insurance - 100% of Employee Paid
• $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost

• Licensing & CE Scheduled & Paid by Agency
• Group Long Term Disability - at your cost
• Group Dental - at your cost
• Group Vision - at your cost
• Aflac Benefits - at your cost
• LegalShield - Shared cost