Personal Lines Account Executive
Description :
The Personal Lines Account Manager regularly interacts with new and existing clients as needed on the most complex accounts.
Responsible for devising creative solutions to meet client needs as to coverage and costs. Regularly exercises discretion and independent judgment on significant accounts including but not limited to : negotiation of product pricing, interviewing clients;
collecting and analyzing information regarding the client and assisting in product and pricing determinations; affecting, interpreting, and implementing various company policies with regard to the specific factual circumstances of each client.
Assist producers with cross-selling personal lines to commercial agents. Handles all new VIP accounts. Negotiates with underwriters, quotes, participates in outside sales, seminars, and is the Carrier liaison.
Responsibilities :
- Use experience, discretion and independent judgment to conceptualize and implement solutions to meet client needs as to coverage and costs
- Collect and analyze client information
- Regularly interacts with clients in a professional and timely manner
- Assist the Producers for new and existing clients as needed
- Achieves established sales goals
- Provides marketing expertise
- Provides networking opportunities
Requirements :
- FL 440 License is required, FL 220 license is preferred
- College degree or equivalent experience
- 3-5 year of Insurance sales and service experience
- Must possess strong oral and written communication skills
- Experience with Citizens is a plus
- Must possess strong presentation skills
- Must possess strong negotiation skills
- Must have working knowledge of Microsoft outlook, Word and Excel
- Ability to utilize the internet
- Strong Organizational skills
PI222580433