Personal Lines Account Executive

Ansay & Associates; Eau Claire (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

401(k) with company match

Paid time off and paid holidays

Professional development and design.

Job summary

Ansay & Associates is seeking a Personal Lines Account Executive to drive new business sales and provide exceptional service to Personal Lines accounts. Under the direction of the Director of Sales, you will prospect, quote, and retain clients while expanding cross-sell opportunities.

You will build strong client relationships, work with underwriting, and collaborate with other departments to present personalized insurance solutions and service excellence across our agency.

Qualifications

• Bachelor’s degree in Business or related field.
• Property & Casualty license required per state.
• Life license preferred.
• Strong verbal and written communication skills.
• Detail oriented with strong analytical, problem-solving and decision-making abilities.
• Proficient in Microsoft products and other technical tools.
• Self-starter with strategic thinking, independent work, and initiative.
• Team-oriented with a positive, collaborative attitude.
• Ability to identify, research, and resolve problems and summarize policies for customers.
• Organized, professional, and passionate about the insurance industry with a commitment to continuous learning.

Responsibilities

• Prospect and qualify new personal lines accounts that meet agency standards.
• Generate new business appointments through networking, referrals, and other sources.
• Identify cross-sell opportunities across departments and expand lines of business.
• Meet or exceed annual new business revenue and retention goals.
• Proactively manage an assigned book of business using the Epic Agency Management System.
• Obtain information requested by company underwriters.
• Partner with sales advisors to present personal insurance as a voluntary benefit to employees.
• On-site marketing and quoting; presentation of personal insurance products.
• Review new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage.
• Develop and maintain client relationships; educate clients on coverage and gaps.
• Act as a claims advocate in coordination with Agency Claims resources.
• Adhere to workflow procedures and report daily activities to the Team Lead.
• Service personal lines accounts to eliminate gaps and reduce E&O exposures.
• Provide prompt, courteous service to customers, producers, and personnel.
• Attend agency meetings and trainings; pursue professional development and designations.

Skills

Strong verbal and written comms

Detail oriented

Analytical and problem solving

Self-starter

Education

Bachelor’s degree in Business or related field

Tools

Microsoft Office

Job description

Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service inretainingandservicingPersonalLines Accounts.

This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients.

• Prospect and qualify new personal lines accounts that meet agency standards.
• Generate new business appointments through networking, referrals, and other sources to attract and retain clients.
• Identify cross-sell opportunities across departments and expand lines of business on current accounts.
• Meet or exceed assigned annual new business revenue and retention goals.
• Proactively manage an assigned book of business using the Epic Agency Management System.
• Obtain information requested by company underwriters.
• Partner with sales advisors in Personal Lines, Commercial Lines, and Employee Benefits to present personal insurance as a voluntary benefit to employees of current clients and prospects, including:
• On-site marketing and quoting
• Presentation of personal insurance products offered
• Review new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage.
• Develop and maintain strong client relationships, providing support and educating clients on coverage, needs, and potential gaps.
• Act as a claims advocate in coordination with Agency Claims resources when applicable.
• Adhere to standardized workflow procedures and report daily activities to the Team Lead of assigned branch(es).
• Service personal lines accounts to eliminate coverage gaps and reduce E&O exposures.
• Provide prompt, accurate, and courteous service to customers, producers, and company personnel.
• Actively attend and participate in agency sales and service meetings and trainings.
• Grow and develop insurance knowledge and professional talents in accordance with The Ansay Way.
• Pursue continuous professional development, including staying current with industry and carrier changes, ongoing training, and professional designations.
• Additional duties as assigned

Qualifications & Experience

Education:

• Bachelor’s degree in Business or any other related degree

Experience:

Licenses & Certifications

• Property & CasualtyLicensed per state requirements
• Life License preferred
• Additional Designations preferred
• Strong verbal and written communication skills, with excellent interpersonal abilities.
• Highly detail-oriented with strong analytical, problem-solving, and decision-making skills.
• Proficient in Microsoft products and other technical tools relevant to the role.
• Self-starter with the ability to think strategically, work independently, and demonstrate initiative.
• Team-oriented with a positive, collaborative “Can Do” attitude.
• Ability to identify, research, and resolve problems, and review materials for accuracy to summarize policies for customers.
• Organized, professional, and passionate about the insurance industry, with a commitment to continuous learning.

Why Work for Ansay?

Ansay is a growing, family owned, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.

At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations -It’sthe Ansay Way! As such the following core values guide our behaviors:Respect–Compassionate and LoyalIntegrity–Honesty and Trustworthy,Accountability–Responsible for Actions & Results,Passion–Unfailing Dedication & Pride In Work,Positive “I Can Do” Mentality–Constant, Never-Ending Improvement,Excellence / Professionalism–High Expectations & Pursuit of Opportunities to further our Capabilities

• Competitive compensation
• Medical, dental, and vision insurance
• 401(k) with company match
• Paid time off and paid holidays
• Professional development and designation support

Qualifications

Skills

Behaviors

Preferred

Enthusiastic

Shows intense and eager enjoyment and interest

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Motivations

Preferred

Flexibility

Inspired to perform well when granted the ability to set your own schedule and goals

Entrepreneurial Spirit

Inspired to perform well by an ability to drive new ventures within the business

Education

Preferred

Bachelors or better in Business Administration.

Experience

Preferred

2 years

Relevant experience including sales and/or service

Licenses & Certifications

Preferred

P&C and L&H

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.