Personal Lines Account Manager/Executive

Jonus Group; Rogersville (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

Paid time off and holidays

Professional development and ongoing培训

Job summary

Jonus Group in Rogersville, TN is seeking a dynamic Personal Lines Client Executive to build relationships, drive new business, and deliver exceptional client experiences. You will focus on cultivating referral partnerships, managing a robust sales pipeline, and securing new opportunities, supported by a VIP Client Manager Team.

This role emphasizes growth, autonomy, and a proactive approach to coverage strategies while maintaining top-tier service for clients and partners.

Qualifications

• Proven track record in sales, business development, or related field.
• Strong interpersonal and relationship-building skills.
• Ability to manage multiple priorities independently.
• Experience with CRM or pipeline management tools.
• Licensing or willingness to obtain certifications.

Responsibilities

• New Business Development: Generate new business by building and nurturing relationships with referral partners.
• Sales Execution: Prepare, present, and close quotes while advising clients on coverage strategies.
• Pipeline Management: Maintain an active and organized sales pipeline.
• Client Onboarding: Secure signed applications and required documentation to finalize sales.
• Retention Accountability: Ensure retention of clients you bring on board.
• Referral Network Growth: Expand your network of referral partners to drive opportunities.

Skills

Sales experience

Relationship building

CRM experience

Communication skills

Tools

CRM software

Job description

Personal Lines Client Executive

Job Summary

Seeking a dynamic and results-driven Personal Lines Client Executive to join a team. This role is designed for individuals who thrive on building relationships, driving new business, and delivering exceptional client experiences. As a Client Executive, you will focus on cultivating referral partnerships, managing a robust sales pipeline, and securing new business opportunities. Supported by a dedicated VIP Client Manager Team, you will have the freedom to focus on growth while ensuring clients receive top-tier service.

Compensation Package

• Competitive base salary with performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Professional development opportunities and ongoing training.

Responsibilities

• New Business Development: Generate new business by building and nurturing relationships with referral partners, including realtors, lenders, and community influencers.
• Sales Execution: Prepare, present, and close quotes while advising clients on coverage strategies.
• Pipeline Management: Maintain an active and organized sales pipeline using the Pipeline Management tool.
• Client Onboarding: Secure signed applications and required documentation to finalize sales.
• Retention Accountability: Ensure the retention of clients you bring on board, contributing to overall business growth.
• Referral Network Growth: Expand and strengthen your network of referral partners to drive consistent business opportunities.

Qualifications/Requirements

• Proven track record in sales, business development, or a related field, preferably within the insurance or financial services industry.
• Strong interpersonal and relationship-building skills.
• Ability to work independently and manage multiple priorities effectively.
• Excellent communication and presentation skills.
• Proficiency in using CRM or pipeline management tools.
• A results-oriented mindset with a passion for achieving and exceeding targets.
• Relevant licensing or willingness to obtain required certifications.

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