Personal Lines Account Executive

Capitol Federal Savings Bank•Overland Park, KS

About The Position

Capitol Federal Savings Bank is hiring a Personal Lines Account Executive to support its growing insurance agency. The role manages and retains the agency’s house account book of personal lines business and delivers a proactive, consultative client experience. The Account Executive serves as the primary relationship owner for assigned accounts, overseeing renewal strategy, coverage recommendations, and account growth. The role operates with guidance and support from the Senior Account Executive and partners closely with Account Managers to ensure accurate execution and compliance.

Requirements

Bachelor’s degree or equivalent.
Must obtain or possess Kansas/Missouri Property & Casualty License and Kansas/Missouri Life & Health.
Strong working knowledge of personal auto, homeowners, umbrella, and related personal lines products.
Experience managing a high-volume or large book of business.
Strong communication, organization, and client relationship skills.
Valid driver’s license.

Nice To Haves

3+ years of personal lines insurance experience preferred.
CISR, CIC, or other insurance-related designations preferred.

Responsibilities

Manage a large house account book of personal lines clients and serve as the primary point of contact.
Lead renewal strategy and proactive coverage reviews for assigned accounts.
Conduct consultative client conversations to identify coverage gaps and recommend appropriate solutions.
Drive retention and organic growth through coverage enhancements, cross-selling, and referrals.
Collaborate with Account Managers to ensure timely and accurate processing of renewals, endorsements, and policy changes.
Maintain strong relationships with insurance carriers and underwriters.
Document client interactions, coverage recommendations, and decisions in accordance with agency and compliance standards.
Escalate complex coverage, underwriting, or client concerns to the Senior Account Executive when appropriate.
Follow established workflows and service standards to ensure consistency across the house account book.
Perform other duties as assigned.
Participate in proactive team efforts to achieve departmental and company goals.
Comply with applicable laws, regulations, bank policies and procedures, and safety policies; report unsafe activities to a supervisor and/or Human Resources.