Personal Lines Account Executive

Capitol Federal® Savings Bank•Wichita, KS

2d•Onsite

About The Position

We’re hiring a Personal Lines Account Executive to support a growing insurance agency. This role is responsible for managing and retaining the agency’s house account book of personal lines business while delivering a proactive, consultative client experience. This role serves as the primary relationship owner for assigned accounts, overseeing renewal strategy, coverage recommendations, and account growth. The Account Executive 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
3+ years of Personal Lines insurance experience preferred
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
Must have valid driver's license

Nice To Haves

CISR, CIC or other insurance related designations are preferred

Responsibilities

Manage a large house account book of personal lines clients, serving 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
Performs other duties as assigned.
Participate in proactive team efforts to achieve departmental and company goals.
Must comply with current applicable laws, regulations and bank policies and procedures.
Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.