Personal Lines Account Executive

Ansay & Associates•Oshkosh, WI

16d

About The Position

Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service in retaining and servicing Personal Lines Accounts. This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients.

Requirements

Bachelor’s degree in Business or any other related degree
Related experience includes previous sales & service experience,
Property & Casualty Licensed per state requirements
Strong verbal and written communication skills, with excellent interpersonal abilities.
Highly 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 with the ability to think strategically, work independently, and demonstrate initiative.
Team-oriented with a positive, collaborative “Can Do” attitude.
Ability to identify, research, and resolve problems, and review materials for accuracy to summarize policies for customers.
Organized, professional, and passionate about the insurance industry, with a commitment to continuous learning.

Nice To Haves

Life License preferred
Additional Designations preferred

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 Presentation of personal insurance products offered
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.
Additional duties as assigned