Personal Lines Account Executive

SWBC

United States

On-site

USD 70,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Competitive compensation package

Work/Life balance

401(k) retirement plans

Career growth opportunities

Continuing education

Job summary

SWBC is seeking a talented professional to meet with high-net-worth clients, review their personal insurance accounts, and provide prompt, accurate service. The role involves maintaining accounts by ongoing communication with clients and collaborating with producers to grow VIP client business.

This position emphasizes evaluating, classifying, and quoting policies in coordination with multiple carriers, while delivering superior client experiences and maintaining comprehensive files.

Qualifications

VIP client personal lines experience preferred.
Licensed in General Insurance and professional designations (CISR, CIC).
Strong knowledge of insurance forms, coverage, and rating.

Responsibilities

Provide information, rates, and quotes for VIP personal lines policies.
Review renewal requests and endorsements for accuracy and adherence to guidelines.
Maintain complete, accurate files on every customer account and process data.
Assist and train other Customer Service Representatives as requested.
Maintain up-to-date knowledge on rating systems, forms, and coverage changes.

Skills

VIP client management

Analytical skills

Interpersonal skills

Education

High School Diploma

General Insurance license

CISR

CIC

Tools

MS Word

Excel

PC skills

Job description

SWBC is seeking a talented individual to be responsible for meeting with high‑net‑worth clients, reviewing their personal insurance accounts, and providing prompt, accurate, and courteous service. The role involves maintaining those accounts by constantly reviewing and communicating with clients, and working with producers to expand our VIP client business.

Why you'll love this role

Highly motivated, experienced personal lines account manager needed to work with VIP clients, evaluating, classifying, and quoting policies in collaboration with various insurance carriers and/or brokers.

Essential duties

Provide information, rates, and quotes for all new and renewal VIP personal lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and the underwriting guidelines of various carriers and/or brokers.
Review renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders, and certificates.
Maintain complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests, and entering and scanning all required account data into the system.
Assist and provide training to other Customer Service Representatives as requested.
Maintain up‑to‑date knowledge on rating systems, forms, and coverage changes.

Qualifications

High School Diploma or equivalency.
General Insurance license and professional designations (CISR, CIC).
Minimum of two (2) years of VIP client – personal lines insurance experience.
Working knowledge of insurance forms, coverage, and rating.
Strong working knowledge of PCs and related applications.
Excellent analytical and problem‑resolution skills.
Strong verbal, organizational, and interpersonal skills.
Able to type a minimum of 45 wpm accurately, operate a calculator, and have a working knowledge of MS Word and Excel.
Able to work under sometimes stressful conditions while maintaining professionalism and enthusiasm.
Able to sit for long periods updating and validating insurance policies.
Able to lift and/or push 10‑20 lbs. of files, insurance manuals, or boxes.
May have to travel locally and nationally.

Benefits