Personal Lines Account Executive/Manager

W3Global; Tyrone (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Group health insurance

401(k) plan

Life insurance

Short-term disability

Long-term disability

Continuing education

Career growth opportunities

Job summary

W3Global is seeking an experienced Account Executive/Manager for our Personal Lines Insurance team. You will build and maintain relationships with clients, manage personal lines accounts (home, auto), support renewals, and identify opportunities to upsell coverage.

The role requires a high school diploma, a valid insurance license, and 5+ years in insurance. Strong communication, organization, and client-service skills are essential. On-site schedule with occasional local travel.

Qualifications

• High school diploma or GED required.
• Valid insurance license.
• 5+ years in the insurance industry.
• Strong communication and customer service skills.

Responsibilities

• Build and maintain relationships with new and existing clients.
• Manage personal insurance accounts including home and auto.
• Assist with quotes, renewals, onboarding and policy servicing.
• Identify opportunities to offer additional coverage and grow accounts.
• Maintain accurate client records and timely follow-up.
• Collaborate with team to deliver excellent service.
• Stay updated on insurance products and education requirements.

Skills

Communication skills

Organizational skills

Customer service

Sales mindset

Education

High school diploma or GED

Associate's or bachelor's degree preferred

Tools

Computer proficiency

Job description

About The Role

We are seeking an experienced and client-focused Account Executive/Manager to join our Personal Lines Insurance team. This role focuses on building strong client relationships, managing insurance accounts, supporting renewals, and identifying opportunities to provide additional coverage.

Key Responsibilities

• Build and maintain strong relationships with new and existing clients.
• Manage personal insurance accounts, including home, auto, and other coverage needs.
• Assist with insurance quotes, renewals, onboarding, and policy servicing.
• Identify opportunities to offer additional coverage and grow existing accounts.
• Maintain accurate client records and ensure timely follow-up.
• Collaborate with team members to deliver excellent customer service.
• Stay updated on insurance products, industry practices, and continuing education requirements.

Requirements

• High school diploma or GED.
• Valid insurance license.
• 5+ years of experience in the insurance industry.
• Strong communication, organizational, and customer service skills.
• Excellent attention to detail and computer proficiency.
• Ability to work independently and collaboratively in a team environment.
• Preferred: Associate's or bachelor's degree and relevant insurance industry designations.

Benefits

• Group health insurance and 401(k) plan.
• Company-paid life insurance and short- and long-term disability coverage.
• Continuing insurance education and professional development.
• Opportunities for career growth and advancement.

Work Schedule

Monday-Friday, 8:30 a.m.-5:00 p.m., with occasional local travel.