Senior Client Account Executive - Personal Lines

Choice Insurance; Fargo (ND); Vor Ort; USD 52.000 - 76.000; Vollzeit

Zusammenfassung

Choice Insurance, a Vizance Company, is seeking a Client Account Executive - Personal Lines to manage marketing, sales, service and quality standards for a defined client book in Fargo, ND. The role serves as the primary contact after onboarding from the Insurance Advisor and emphasizes a people-first approach with proactive client service.

You will work on-site full time in Fargo, collaborating with Life Benefits and Commercial Lines teams to address client needs, explain coverages, and process

Qualifikationen

• 4-year Degree in related field or 6 years combined education/financial experience.
• Current Property & Casualty and/or Life and Health Licensing.
• Relates Insurance Designations (i.e. CISR, CIC, CPCU) preferred.
• Ability to lead capacity for one or more functional areas.
• Lead and develop client account teams.

Aufgaben

• Pre-qualifies prospects’ coverage needs and prepares quotes to sell new accounts.
• Manages renewals, remarkets, and ensures coverage adequacy for clients.
• Educates clients on coverages and assists with claims and policy changes.
• Builds and maintains strong client relationships and schedules client visits.

Kenntnisse

Interpersonal skills

Communication skills

Energetic personality

Change management

Problem solving

Open communication

Rating procedures knowledge

MS Office & Excel

Adaptability

Efficient & systematic work

Ausbildung

4-year degree or equivalent experience

Property & Casualty and Life/Health licensing

Designations: CISR/CIC/CPCU

Jobbeschreibung

Choice Insurance, a Vizance Company, is seeking a Client Account Executive - Personal Lines to manage marketing, sales, service and quality standards for a defined client book in Fargo, ND. The role serves as the primary contact after onboarding from the Insurance Advisor and emphasizes a people-first approach with proactive client service.

You will work on-site full time in Fargo, collaborating with Life Benefits and Commercial Lines teams to address client needs, explain coverages, and process