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 is suited to a professional who enjoys networking and providing personalized client service. The Account Executive manages an assigned book of business, pursues new business and cross-selling opportunities, and works with colleagues across Personal Lines, Commercial Lines, and Employee Benefits to present personal insurance as a voluntary benefit to employees of clients and prospects. The position also involves reviewing policies for accuracy, supporting clients with coverage education and claims advocacy, following standardized workflows, and meeting assigned revenue and retention goals. The Account Executive is expected to develop insurance knowledge and professional skills through ongoing training, industry awareness, and professional development in accordance with The Ansay Way.

Requirements

Bachelor’s degree in Business or another related degree.
Related experience, including previous sales and service experience.
Property & Casualty license per state requirements.
Strong verbal and written communication skills and excellent interpersonal abilities.
Detail-oriented, with strong analytical, problem-solving, and decision-making skills.
Proficient in Microsoft products and other technical tools relevant to the role.
Self-starter able to think strategically, work independently, and demonstrate initiative.
Team-oriented, with a positive and 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 a commitment to continuous learning and a passion for the insurance industry.

Nice To Haves

Life license.
Additional 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, presenting personal insurance products, and reviewing the products offered.
Review new and renewal policies for accuracy in rating, typing, endorsement forms, and coverage.
Develop and maintain strong client relationships, supporting 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.
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.