Personal Lines Account Executive

Ansay & Associates•Decatur, IL

10d

About The Position

Under the direction of the Director of Sales, the Personal Lines Account Executive generates new business sales to drive organic growth and provides high-level customer service to retain and service Personal Lines accounts. The role suits a professional who enjoys networking and is passionate about personalized client service. The position involves prospecting and qualifying accounts, developing new business through networking and referrals, identifying cross-selling opportunities, and meeting annual sales and retention goals. The Account Executive manages an assigned book of business using the Epic Agency Management System, works with underwriters and colleagues across sales and service teams, and reviews policies for accuracy and coverage. The role also includes building client relationships, supporting clients with coverage questions and claims, following standardized workflows, and pursuing ongoing professional development. Ansay describes itself as a growing, family-owned, employee-focused insurance agency with community roots. It emphasizes collaboration, continuous improvement, professional growth, training, technology, and career development, guided by values including respect, integrity, accountability, passion, a positive “I Can Do” mentality, and excellence and professionalism.

Requirements

Bachelor’s degree in Business or another related degree.
Related experience, including previous sales and service experience.
Property & Casualty license as required by state requirements.
Strong verbal and written communication skills and excellent interpersonal abilities.
High attention to detail, with strong analytical, problem-solving, and decision-making skills.
Proficiency in Microsoft products and other technical tools relevant to the role.
Ability to work independently, think strategically, and demonstrate initiative.
Team-oriented approach and a positive, collaborative “Can Do” attitude.
Ability to identify, research, and resolve problems and review materials for accuracy to summarize policies for customers.
Organized and professional, with passion for the insurance industry and commitment to continuous learning.

Nice To Haves

Life License.
Additional professional designations.

Responsibilities

Prospect and qualify new personal lines accounts that meet agency standards.
Generate new business appointments through networking, referrals, and other sources to attract and retain clients.
Identify cross-sell opportunities across departments and expand lines of business on current accounts.
Meet or exceed assigned 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 in Personal Lines, Commercial Lines, and Employee Benefits to present personal insurance as a voluntary benefit to employees of current clients and prospects, including on-site marketing and quoting and presentations of personal insurance products.
Review new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage.
Develop and maintain strong client relationships, providing support and educating clients on coverage, needs, and potential gaps.
Act as a claims advocate in coordination with Agency Claims resources when applicable.
Adhere to standardized workflow procedures and report daily activities to the Team Lead of assigned branch(es).
Service personal lines accounts to eliminate coverage gaps and reduce E&O exposures.
Provide prompt, accurate, and courteous service to customers, producers, and company personnel.
Actively attend and participate in agency sales and service meetings and trainings.
Grow and develop insurance knowledge and professional talents in accordance with The Ansay Way.
Pursue continuous professional development, including staying current with industry and carrier changes, ongoing training, and professional designations.
Perform additional duties as assigned.