Personal Lines Account Executive

BEACH FINANCIAL GROUP; United States; Remote; USD 50,000 - 90,000; Full time

Job summary

An innovative financial firm is seeking a dynamic Account Representative to enhance its Personal Lines Insurance business. This exciting remote role involves managing client relationships, providing tailored insurance solutions, and ensuring excellent service for high-net-worth clients. The ideal candidate will have a strong background in personal lines insurance, excellent communication skills, and the ability to thrive in a fast-paced environment. Join a forward-thinking team that values client satisfaction and professional growth, and help shape the future of insurance services in a supportive and rewarding atmosphere.

Benefits

Generous vacation package

Competitive salary

Qualifications

• 3+ years of experience in personal lines insurance in an agency setting.
• Valid Property & Casualty insurance license required.

Responsibilities

• Develop and maintain strong client and carrier relationships.
• Analyze client risk exposures and offer tailored insurance solutions.

Skills

Personal Lines Insurance Experience

Property & Casualty Insurance License

Applied EPIC

Applied Quoter

Adobe Acrobat Pro

Office 365 (Word, Excel, Teams)

Communication Skills

Analytical Skills

Tools

Applied EPIC

Applied Quoter

Adobe Acrobat Pro

Office 365

Job description

We are looking for a talented and dynamic account representative to help us expand our Personal Lines Insurance business by handling new and existing client administration including a number of high-net-worth clients. We offer a competitive salary and generous vacation package.

Job Skills and Requirements

• A minimum of 3 years experience in an agency setting and proven personal lines experience
• A valid Property & Casualty insurance license
• Good comprehension of personal lines insurance plans, including, auto, home owners, renters, earthquake and umbrella insurance, etc.
• Knowledge of Applied EPIC, Applied Quoter, Adobe Acrobat Pro and Office 365 including Word, Excel & Teams
• Excellent communication, presentation and relationship building skills
• Ability to analyze multiple carrier options and present solutions matched to client needs
• Experience with carrier quotation platforms and related agency/broker submission forms
• Ability to prioritize tasks and deliver in a fast-paced working environment

Responsibilities

• Develop and maintain excellent client and carrier relationships
• Administrative responsibility for maintaining and managing client and carrier documents
• Retain continuous awareness of customer requirements and proactively engage with internal and external parties as needed to deliver solutions
• Determine customers risk exposures, collect information relating to those exposures and offer tailored and suitable insurance and risk management options
• Maintain a current valid license including commitment to continuous education and attend appropriate carrier and agency training sessions as needed
• Provide claims assistance to clients as needed
• Punctual, diligent and efficient

Location

Remote position

How to apply

To apply, please send your resume, current salary and why you feel you are right for the role to:[e-mail], using the e-mail subject ‘Personal Lines Account Executive’.