Personal Lines Account Executive

The Jonus Group•Orlando, FL

3h•Hybrid

About The Position

Seeking a dedicated and experienced Personal Lines Account Executive to join a growing team. This role is responsible for managing and servicing a portfolio of personal lines accounts, providing exceptional client service, and supporting account retention and growth. The ideal candidate will have a strong background in personal lines insurance, experience working with affluent and high-net-worth clients, and a commitment to delivering outstanding service.

Requirements

Holds an active P&C (Property and Casualty) insurance license.
2-5+ years of personal lines insurance experience required.
Strong communication, relationship-building, and customer service skills.
Detail-oriented with excellent organizational and time management abilities.
Ability to manage multiple priorities in a fast-paced environment.
Strong problem-solving skills and ability to work independently and collaboratively.

Nice To Haves

Experience working with high-net-worth personal lines clients preferred.
Experience with Applied EPIC preferred.

Responsibilities

Serve as the primary point of contact for clients, responding to inquiries and providing expert guidance on coverage needs.
Manage the full lifecycle of personal lines accounts, including new business, renewals, endorsements, remarketing, and policy servicing.
Build and maintain strong client relationships, ensuring a high level of satisfaction and retention.
Conduct coverage reviews and provide tailored insurance recommendations based on client needs.
Quote and market new and renewal business with carrier partners.
Collaborate with carriers and internal team members to develop effective insurance solutions.
Maintain accurate and up-to-date client records within the agency management system.
Resolve client concerns and coverage issues in a timely and professional manner.