Personal Lines Account Executive

SWBC•San Antonio, TX

2d•Onsite

About The Position

SWBC is seeking a talented individual to be responsible to meet with high-net-worth clients, review their personal insurance accounts, provide prompt, accurate, and courteous service. Maintain those accounts by constantly reviewing and communicating with those clients. Work with the producers to expand our VIP client business. This role involves evaluating, classifying, and quoting policies by working with various insurance carriers and/or brokers.

Requirements

A High School Diploma or equivalency.
Possess a General Insurance license and professional designations (CISR, CIC).
Minimum of two (2) year of VIP clients- personal lines insurance experience.
Working knowledge of insurance forms, coverage and rating.
Strong working knowledge of PC’s and related applications.
Excellent analytical and problem resolution skills.
Strong verbal, organizational, and interpersonal skills.
Able to type a minimum of 45 wpm accurately, operate a calculator and have a working knowledge of MS Word and Excel.
Able to work under sometimes stressful conditions, while maintaining professionalism and enthusiasm.
Able to sit for long periods of time updating and validating insurance policies.
Able to lift and/or push 10-20 lbs. of files, insurance manuals, or boxes.

Nice To Haves

May have to travel locally and nationally.

Responsibilities

Provides information, rates, and quotes for all new and renewal VIP Personal lines policies by evaluating, processing, and placing coverage based on the degree of risk indicated on the applications and within the underwriting guidelines provided by various carriers and/or brokers.
Reviews renewal requests and endorsements for accuracy and adherence to underwriting guidelines for various carriers and/or brokers in preparing policies, endorsements, binders, and certificates.
Maintains complete, accurate, and thorough files on every customer account by processing daily mail and telephone requests for assigned accounts to include entering and scanning all required account data into the system.
Assists and provides training to other Customer Service Representatives as requested.
Maintains a level of up-to-date knowledge on the rating system, forms, and coverage changes.