Personal Lines Account Manager/Executive

The Jonus Group•Rogersville, TN

9d•Onsite

About The Position

Seeking a dynamic and results-driven Personal Lines Client Executive to join a team. This role is designed for individuals who thrive on building relationships, driving new business, and delivering exceptional client experiences. As a Client Executive, you will focus on cultivating referral partnerships, managing a robust sales pipeline, and securing new business opportunities. Supported by a dedicated VIP Client Manager Team, you will have the freedom to focus on growth while ensuring clients receive top-tier service.

Requirements

Proven track record in sales, business development, or a related field, preferably within the insurance or financial services industry.
Strong interpersonal and relationship-building skills.
Ability to work independently and manage multiple priorities effectively.
Excellent communication and presentation skills.
Proficiency in using CRM or pipeline management tools.
A results-oriented mindset with a passion for achieving and exceeding targets.
Relevant licensing or willingness to obtain required certifications.

Responsibilities

Generate new business by building and nurturing relationships with referral partners, including realtors, lenders, and community influencers.
Prepare, present, and close quotes while advising clients on coverage strategies.
Maintain an active and organized sales pipeline using the Pipeline Management tool.
Secure signed applications and required documentation to finalize sales.
Ensure the retention of clients you bring on board, contributing to overall business growth.
Expand and strengthen your network of referral partners to drive consistent business opportunities.