Personal Lines Account Executive

Personal Lines Account Executive

Since our founding in 1901, we have proudly grown into a trusted leader in delivering high-quality insurance protection for thousands of individuals and families across our region. Our enduring commitment to excellence in both coverage and personal service sets us apart in the industry. At the heart of our success is a simple belief : our clients deserve the very best. This dedication to quality and care continues to drive more people every day to experience the unique value and peace of mind that only our company can provide.

As an Account Executive, you will serve as the primary point of contact for our clients, ensuring their insurance needs are met with professionalism, accuracy, and care. You will manage a portfolio of accounts, handle policy renewals, process changes, and proactively identify opportunities to enhance coverage and provide added value. This role requires a balance of relationship management and technical insurance knowledge, working closely with clients to understand their needs, liaising with carriers to secure competitive solutions, and ensuring all documentation is processed efficiently. You'll play a key role in building trust, retaining business, and supporting the agency's growth through excellent service and a client first mindset.

You're a proactive, detail-driven professional who takes pride in delivering outstanding client service. Building relationships comes naturally to you. You know how to listen, ask the right questions, and make people feel supported. You thrive in a fast-paced environment, balancing multiple priorities without losing sight of accuracy and compliance. You can simplify complex insurance concepts so clients feel informed and confident in their coverage choices. You're comfortable negotiating with carriers, troubleshooting issues, and going the extra mile to find the best solutions. Above all, you're committed to helping clients protect what matters most.

Key Responsibilities

Serve as the primary point of contact for assigned clients, building and maintaining strong relationships

Manage the full lifecycle of client accounts, including policy setup, renewals, endorsements, cancellations, and claims assistance

Review client coverage to ensure policies meet their current needs and recommend adjustments as necessary

Proactively identify opportunities for cross-selling and upselling additional products or services

Prepare and present insurance proposals, quotes, and renewal packages to clients

Communicate with carriers to obtain quotes, negotiate terms, and resolve coverage or billing issues

Maintain accurate and up-to-date client records in the agency management system

Ensure all transactions comply with industry regulations and internal procedures

Skills, Knowledge and Expertise

Prior experience in insurance account management, customer service, or a related field; knowledge of personal and / or commercial lines products

Active state insurance license (Property & Casualty); willingness to obtain if not already licensed

Strong relationship-building skills with a proven ability to handle client inquiries, resolve issues, and maintain high satisfaction levels

Excellent verbal and written communication skills; able to explain complex concepts clearly and confidently

Ability to manage multiple accounts, priorities, and deadlines in a fast-paced environment

Comfortable using agency management systems, Microsoft Office Suite, and online carrier portals

Skilled at identifying issues, finding solutions, and making sound recommendations

Works well independently and within a team environment, supporting collective agency goals

Accuracy in policy processing, documentation, and compliance requirements

Ability to quickly learn new systems, adapt to industry changes, and adjust priorities as needed

Core Competencies

Customer Focus : Building strong customer relationships and delivering customer-centric solutions

Balances Stakeholders : Anticipating and balancing the needs of multiple stakeholders

Optimizes Work Processes : Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement

Drives Results : Consistently achieving results, even under tough circumstances

Communicates Effectively : Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences

Benefits : Medical starting day 1 401k ST / LT / Life Insurance Parking or Public Transit provided