Personal Lines Account Executive

Johl & Co; Westwood (NJ); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Retirement Plan

Life Insurance

Job summary

Johl & Co in Westwood, New Jersey is seeking a Licensed Personal Lines Account Executive to serve as the main contact for clients, delivering tailored insurance solutions and building lasting relationships.

You will manage personal lines policies, process renewals, and explore cross-selling opportunities while staying current on industry trends. A NJ Insurance License and 2+ years of experience are required, with a commitment to exceptional customer service.

Qualifications

• Minimum of 2 years in personal lines customer service with NJ license.
• Excellent verbal and written communication with a friendly, positive demeanor.
• Strong problem-solving to assess issues and implement solutions.
• Keen attention to detail to ensure accuracy in client interactions.
• Ability to manage multiple tasks and prioritize workload.
• Team-oriented, able to work collaboratively and handle individual duties.
• Experience with AMS360 is a plus.
• High School diploma or equivalent; related fields education is a plus.

Responsibilities

• Client engagement: Develop and maintain positive client relationships by addressing inquiries and resolving issues promptly.
• Policy management: Oversee and manage personal lines insurance policies, ensuring clients have the correct coverage.
• Renewal processing: Prepare and process renewals to ensure seamless continuity of clients' insurance plans.
• Cross-selling: Identify opportunities for clients to expand their insurance coverage with additional products or services.
• Record keeping: Maintain accurate records of client interactions and transactions to ensure compliance and efficient service.
• Continuous improvement: Participate in training and development opportunities to stay current on industry trends and company offerings.

Skills

Communication skills

Problem-solving

Attention to detail

Organization

Team-oriented

AMS360 knowledge

Education

High School diploma or equivalent

Tools

AMS360

Job description

Job Description

Join the thriving team at Johl & Co, where we are dedicated to delivering unparalleled customer service and personalized insurance solutions. As a Licensed Personal Lines Account Executive, you will be at the heart of our customer relationships in our vibrant Westwood, New Jersey office. Our company prides itself on fostering a positive and inviting work environment, where your contributions are valued and your growth is nurtured. In this role, you will serve as the main point of contact for our clients, ensuring their personal lines insurance needs are met with expertise and genuine care. Your role is crucial in building lasting relationships with clients while providing them with tailored insurance solutions that align with their individual needs. If you are passionate about customer service and eager to contribute to a dynamic team, Johl & Co offers an exciting opportunity for you to thrive.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Retirement Plan
• Life Insurance

Responsibilities

Client Engagement: Develop and maintain positive client relationships by addressing inquiries and resolving issues promptly.

Policy Management: Oversee and manage personal lines insurance policies, ensuring clients have the correct coverage.

Renewal Processing: Prepare and process renewals to ensure seamless continuity of clients' insurance plans.

Cross-Selling: Identify opportunities for clients to expand their insurance coverage with additional products or services.

Record Keeping: Maintain accurate records of client interactions and transactions to ensure compliance and efficient service.

Continuous Improvement: Participate in training and development opportunities to stay current on industry trends and company offerings.

Requirements

Experience: A minimum of 2 years in personal lines customer service, with a NJ Insurance License.

Communication Skills: Excellent verbal and written communication skills, with a friendly and positive demeanor.

Problem-Solving: Strong ability to assess issues, identify solutions, and implement them efficiently.

Attention to Detail: Keen attention to detail to ensure accuracy and satisfaction in all client interactions and transactions.

Organization: Ability to manage multiple tasks efficiently and prioritize workload effectively.

Team-Oriented: Ability to work collaboratively in a team setting while also handling individual responsibilities.

Tech Skills: Knowledge of AMS360 management system a plus .

Education: A High School diploma or equivalent, with further education in related fields regarded as a plus.