Personal Lines Account Executive

Jobtailor; Cloquet (MN); On-site; USD 70,000 - 95,000; Full time

Job summary

Jobtailor in Minnesota seeks an experienced insurance professional to build and manage a client book, lead a team, and deliver high-quality service. You will network, retain accounts, document interactions, and cross-sell to grow the book of business.

Candidate should hold CISR and CIC designations with Life & Health licensing, and demonstrate strong communication, time management, and multitasking abilities in a collaborative environment.

Qualifications

• Advanced computer skills required.
• Self-motivation and ability to work in a team environment.
• Exceptional communication and time management skills.
• CISR Designation.
• CIC Designation.
• Life & Health License.

Responsibilities

• Build a book of business through relationship-focused connections, prospecting, and networking as an insurance expert.
• Provide prompt, efficient, high-quality service to designated accounts.
• Assist with retention of existing accounts.
• Supervise a team and make decisions based on team workload.
• Provide excellent service with understanding and empathy.
• Document all client interactions.
• Cross-sell to build the book of business.
• Maintain up-to-date client contact information.

Skills

Advanced computer skills

Self-Motivation

Teamwork

Exceptional communication

Time management

Multitasking

Education

CISR Designation

CIC Designation

Life & Health License

Job description

• Build a book of business through relationship-focused connections, prospecting, and networking as an insurance expert


• Provide prompt, efficient, high-quality service to designated accounts


• Assist with retention of existing accounts


• Supervise a team and make decisions based on team workload


• Provide excellent service with understanding and empathy


• Provide expert knowledge to clients and team members


• Document all client interactions


• Prospect and network outside of business hours


• Delegate workloads and run weekly team meetings


• Be available to insureds outside office hours as requested


• Participate in a Business Network group or local community opportunities


• Cross-sell to build the book of business


• Maintain up-to-date client contact information


• Communicate professionally with team members


• Work toward CISR and CIC designations


• Participate in semi-annual performance reviews covering processing efficiencies, workload management, supervisory performance, new business, and account retention

Requirements

• 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

Core Competencies

Demonstrates expertise in building and maintaining client relationships while providing high-quality service and support. Proficient in team supervision, workload management, and effective communication to enhance client retention and business growth.

Highest-signal resume keywords

• CISR Designation


• CIC Designation


• Life & Health License


• Exceptional Communication Skills


• Team Supervision

ATS Optimization Keywords

Hard Skills

• Advanced Computer Skills


• Client Documentation


• Account Retention


• Cross-Selling


• Workload Management

Soft Skills

• Self-Motivation


• Time Management


• Empathy


• Multitasking

Certifications & Qualifications

• CISR Designation


• CIC Designation


• Life & Health License

Industry Keywords

• Insurance Expert


• Client Interactions


• Business Networking


• Team Meetings


• Client Contact Information