Account Executive - Personal Lines Insurance

Marsh • Los Angeles, CA

122d • $49,400 - $105,400

About The Position

As our Account Executive on the Personal Lines team, you’ll be responsible for providing the highest quality service to customers, selling new lines of coverage, and cross-selling within the existing book of business. The Account Executive (AE) will be the day-to-day liaison between the insurance company (MIB) and designated accounts, managing and controlling the relationships with clients (business managers and/or individual customers). Daily servicing of customers will include addressing various coverage issues, contract analysis, exposure analysis, handling and/or directing all the inside service work associated with the clients’ accounts, including all endorsement activity, routine coverage questions, problem solving, renewal control, preparation of formal proposals, checking and binding policies. The AE should have experience in all areas of Personal Lines insurance and will inform the Producer on strategic account issues, claims, and other potential problems. The AE is responsible for overseeing all processes related to renewals, account management, and new business development, ensuring Standard Operating Guidelines (SOG’s) are used and followed for all insurance transactions.

Requirements

• High school diploma required; college degree preferred.
• Current California Department of Insurance License.
• 3-7 years of experience in Personal Lines insurance.
• Proficient in MS Office Suite (Word, Excel, Outlook).

Responsibilities

• Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations at all times.
• Provide consistent, accurate, timely, and pertinent communication to clients through emails, phone contact, and meetings.
• Respond to client inquiries/issues within a 24-hour timeline.
• Resolve/assist with any service or claims issues/questions.
• Assist in the design of or independently design insurance plans for clients.
• Assist clients in making appropriate coverage changes; make each contact a marketing opportunity.
• Conduct face-to-face meetings with clients to review summary reports, make presentations, and maintain client relationships.
• Inform and educate clients about coverage, exclusions and exposures, gaps in coverage, stewardship programs, and other relevant information.
• Monitor and review client satisfaction at least quarterly; report findings/issues to the Producer of the account.

Benefits

• Generous time off.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Health and welfare benefits.
• 401K savings and other retirement programs.
• Employee assistance programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees