Personal Lines Account Executive

Acrisure•Orlando, FL

8d•Onsite

About The Position

Our High Net Worth Personal Lines team is looking to add an Account Executive. The High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This involves conducting thorough assessments of a client's assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally, the advisor is responsible for maintaining strong relationships with their clients keeping them up to date on market changes as well as any changes to their insurance program. Effective communication and analytical skills are essential for this role.

Requirements

5+ years personal lines insurance experience working with high-net worth clientele
Property & Casualty (P&C) License required
Proficiency with agency management software systems; Applied Epic experience preferred
Proficiency in Microsoft Office-Word & Excel
Excellent verbal & written communication skills
Detail oriented, highly organized and ability to meet deadlines
Customer service oriented with strong problem-solving ability

Responsibilities

Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance.
Review client exposures, loss experience and current coverage and recommend appropriate products and services.
Provide proactive day-to-day client service by anticipating and evaluating client’s needs.
Work well independently but also in groups utilizing internal assistant, accounting, marketing and claims resources appropriately.
Deliver outstanding customer service by providing professional, timely and accurate communication.
Resolve complex service or coverage related issues in partnership with team members and client advisors.
Maintain complete and accurate client and policy data and documents within the management system EPIC using our workflows and procedures to be as effective and efficient as possible.
Escalate internal and external service concerns that clients may be experiencing to appropriate departments or management for action and prevention of further client impact as needed.