The role of the Personal Lines Insurance Account Executive is to service and maintain the client and carrier relationships.
- Maintain/strengthen relationships with client decision makers, insurance buyers, and company contacts.
- Manage day to day account responsibilities and successfully perform renewal process for existing accounts.
- Perform administrative account management duties such as completing applications, billing, resolving collection problems, corresponding with carriers, providing customer status reports, coordinating and following up on audits, attending sales meetings, reviewing production reports and supporting internal staff department requests for information.
- Determine risk management and client coverage needs to develop effective insurance programs for new and renewal accounts.
- Provide coaching, direction and day-to-day supervision to account support staff.
- Develop effective proposals and make presentations for new accounts and renew existing accounts.
- Provide input and support in order to develop and execute a marketing strategy.
- Implement new business and renewal processes, procedures and practices according to established company systems and guidelines.
- Manage entertainment and new business development expenses prudently.
- Minimum of 5 years Personal Lines Insurance experience.
- CA Property & Casualty Brokers License required.
- Excellent communication skills.
- Knowledge and proficiency in Lotus Notes, Outlook, Excel and Word.
Job Type: Full-time
Experience:
- Minimum of 5 years Personal Lines Insurance experience: 1 year (Required)
Education:
- High school or equivalent (Required)
Location:
- Los Angeles, CA (Required)
License:
- CA Property & Casualty Brokers License (Required)