Personal Lines Growth Specialist

Ansay & Associates; Eau Claire (WI); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

401(k) with company match

Paid time off and paid holidays

Professional development and design.

Job summary

Ansay & Associates is seeking a Personal Lines Account Executive to drive new business sales and provide exceptional service to Personal Lines accounts. Under the direction of the Director of Sales, you will prospect, quote, and retain clients while expanding cross-sell opportunities.

You will build strong client relationships, work with underwriting, and collaborate with other departments to present personalized insurance solutions and service excellence across our agency.

Qualifications

• Bachelor’s degree in Business or related field.
• Property & Casualty license required per state.
• Life license preferred.
• Strong verbal and written communication skills.
• Detail oriented with strong analytical, problem-solving and decision-making abilities.
• Proficient in Microsoft products and other technical tools.
• Self-starter with strategic thinking, independent work, and initiative.
• Team-oriented with a positive, collaborative attitude.
• Ability to identify, research, and resolve problems and summarize policies for customers.
• Organized, professional, and passionate about the insurance industry with a commitment to continuous learning.

Responsibilities

• Prospect and qualify new personal lines accounts that meet agency standards.
• Generate new business appointments through networking, referrals, and other sources.
• Identify cross-sell opportunities across departments and expand lines of business.
• Meet or exceed annual new business revenue and retention goals.
• Proactively manage an assigned book of business using the Epic Agency Management System.
• Obtain information requested by company underwriters.
• Partner with sales advisors to present personal insurance as a voluntary benefit to employees.
• On-site marketing and quoting; presentation of personal insurance products.
• Review new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage.
• Develop and maintain client relationships; educate clients on coverage and gaps.
• Act as a claims advocate in coordination with Agency Claims resources.
• Adhere to workflow procedures and report daily activities to the Team Lead.
• Service personal lines accounts to eliminate gaps and reduce E&O exposures.
• Provide prompt, courteous service to customers, producers, and personnel.
• Attend agency meetings and trainings; pursue professional development and designations.

Skills

Strong verbal and written comms

Detail oriented

Analytical and problem solving

Self-starter

Education

Bachelor’s degree in Business or related field

Tools

Microsoft Office

Job description

Ansay & Associates is seeking a Personal Lines Account Executive to drive new business sales and provide exceptional service to Personal Lines accounts. Under the direction of the Director of Sales, you will prospect, quote, and retain clients while expanding cross-sell opportunities.

You will build strong client relationships, work with underwriting, and collaborate with other departments to present personalized insurance solutions and service excellence across our agency.