Personal Lines Account Executive

Reliable Insurance Agency; Cloquet (MN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k Match

Profit Sharing

Health Insurance

PTO

Vacation

7 Holidays + Birthday off

HSA Health Insurance - Employee Paid

Life Insurance - optional coverage

Licensing & CE Paid by Agency

Disability – LT

Dental – at cost

Vision – at cost

Aflac Benefits – at cost

LegalShield – Shared cost

Job summary

Reliable Insurance Agency in Cloquet, MN is seeking a lead insurance professional to build a robust book of business through relationship-focused prospecting and networking. You will supervise a team, provide expert client service, and drive retention while pursuing CISR and CIC designations.

The role emphasizes collaboration and community engagement within the Minnesota market. The position offers comprehensive benefits and a focus on professional growth, with regular performance reviews and

Qualifications

• Advanced computer skills required.
• Self-motivated with ability to work in a team.
• Exceptional communication and time management skills.
• Ability to multitask and manage priorities.
• CISR and CIC designations or pursuing them.
• Life & Health license required or active.

Responsibilities

• Provide excellent service with empathy and professionalism.
• Share expert knowledge with clients and team members.
• Document all client interactions accurately.
• Prospect and network outside business hours.
• Supervise team and delegate workloads; run weekly meetings.
• Be available outside office hours as needed by insureds.
• Engage with local Business Network groups and community events.
• Cross-sell to grow the book of business and assist retention.
• Maintain up-to-date client contact information.
• Communicate professionally with team members.
• Work toward CISR and CIC designation.

Skills

Advanced computer skills

Self-Motivation

Teamwork

Communication

Time management

CISR Designation

CIC Designation

Life & Health License

Education

CISR Designation

CIC Designation

Life & Health License

Job description

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