Personal Lines Account Executive

Sea Mountain

Lynnwood (WA)

Hybrid

USD 59,000 - 72,000

Full time

38 hours ago
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Benefits offered by this job

401k with company match
Professional development
Base salary plus commission
Independent agency culture
Work-life balance

Job summary

SMI is seeking a Personal Lines Account Executive to maximize cross sales, solicit lost clients and drive new business growth within our independent brokerage. This role offers a base salary plus new business commission with a 401(k) plan and ongoing coaching to develop your career in the Pacific Northwest.

You will handle client consultations, underwriting information, and proposals while building relationships with clients and carriers.

Qualifications

  • 3+ years of sales experience in personal lines insurance.
  • Active Property and Casualty license.
  • Strong knowledge of personal lines insurance.
  • Excellent communication and negotiation skills.
  • Driver's license with clean record.

Responsibilities

  • Drive revenue and growth by pursuing opportunities with prospects.
  • Build strong client relationships and provide coverage consultation.
  • Gather underwriting information and present clear proposals.
  • Support service team and back up to enable cross-sell opportunities.
  • Leverage leads and referrals to expand book of business.

Skills

Sales experience
Personal lines
P&C License
Communication skills
Driver's license

Job description

Salary: Base Range $65k + New Business commission %

SMI Invests in Your Success
We don't fill job openings, we build careers:

We are currently looking for a Personal Lines Account Executive to maximize cross sales, solicit lost clients and drive new business growth. This may include service support when needed as we expand our personal lines division. This offers you a unique opportunity to start with a base and build utilizing our current book and referral sources within a successful independent brokerage. Are you ready to build your legacy with an independent agency and make an everlasting impact for families in the Pacific Northwest?

What Can YOU Expect?
  • Competitive compensation including a base + new business commission incentive
  • Base range starts at $65k depending on experience and proven ability to sell.
  • 401k plan with company match up to 4% depending on your contribution
  • Work-life balance for your wellness
  • Employer sponsored professional development through 1:1 insurance sales coaching
  • SMI specializes in client retention, which drives referrals and comp for you.
  • Flow of incoming leads, cross-sell and up-sell opportunities in addition to your outbound sales efforts
  • A supportive, diverse, people-first culture and mindset
  • Top of the line tech to maximize efficiency
YOUR Keys to Success -
  • Drive revenue and growth for the agency; Identify and pursue business opportunities with prospects; Build strong relationships with clients and provide consultation on their individual challenges and ask for referrals from current customers.
  • Provide strategic guidance, exposure analysis, and obtain underwriting information for new clients. Present proposals clearly and effectively so that clients are able to understand their coverage details.
  • Build and maintain professional relationships with clients, insurance companies, teammates and influencers.
  • Innovate for clients using market knowledge and advanced understanding of the industry
  • Champion SMI's spirit and core values with every client interaction and community connection
  • In addition to sales, you bring a team mentality and back up the service team, servicing clients as and when needed contributing to further cross-sell opportunities.
What YOU Bring -
  • 3+ years of sales experience in personal lines insurance sales and an active Property and Casualty insurance license(s)
  • Strong knowledge of personal lines insurance
  • Highly motivated, goal oriented, hungry and driven to achieve individual sales goals.
  • Superior communication, negotiation, presentation, organization and listening skills
  • Strong customer focus and follow up skills
  • Growth mindset is a must.
  • Embrace the power of modern technology to streamline your workflow, drive results and
    stay ahead of the curve
  • Valid and unrestricted driver's license and acceptable driving record
Who WE Are -
  • SMI boasts a well accomplished personal lines team. We are a locally owned independent agency with superior carrier relationships. We have built our incredible culture on our core principles, Family, Relationships, Care, Service and Passion to Improve. Every member of SMI is truly a member of our family. At SMI, we provide a creative, collaborative, professionally casual, supportive culture where we consistently celebrate our teammates wins. We live out what we advertise, driving core purpose and meaningful relationships with our teammates.

SMI is committed to providing competitive benefits for our teammates. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental, vision and SMI has paid time off as well.

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