This Account Executive position will be actively involved in supporting the sales team with managing a large book of affluent personal lines business. Your success in the position is because you offer subject matter expertise with the unique challenges of insuring the wealthy’s personal property. You are also familiar with the coverages and pricing available through insurance companies that specialize in insurance high valued homes, cars, jewelry, etc. This level of position within the team will require you to be a leader when addressing client needs and delegation of internal duties. There is a strong possibility you’ll also take on formal management duties over the staff.
Account Executive, Private Client Personal Lines Responsibilities:
- Communicate directly with insureds; provide consultation and education on risk management solutions to protect their personal assets.
- Offer leadership within the service team; providing advice on marketing, escalated client issues and renewal preparations.
- Support the sales team by providing timely, accurate and professional client service which promotes the agency’s referral networks and high level of account retention.
- Take on duties related to workflow processes, employee training, performance reviews and marketing.
Account Executive, Private Client Personal Lines Qualifications:
- Bachelor’s degree is required.
- At least 3-5 years of account management or account executive experience dealing with high net worth clientele for personal lines coverage. Have worked with Fireman’s Fund, AIG, Chubb and Ace on submissions, quotes, pricing negotiation, renewals and endorsements. Familiar with those company’s rating platforms, online tools and also an agency management system like AMS360 or Sagitta.
- Ability to multi-task and to lead others as a senior member of the team through training, workflows and escalated client management issues.
- Active state insurance license.
Please contact Scott
Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
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