Personal Lines Account Executive
Theodore & Associates
full-time
Posted on:
Location Type: Hybrid
Location: Alabama • Alaska • United States
Visit company websiteExplore more
About the role
- Serves as client advocate and a primary point of contact for assigned accounts
- Develops professional business relationships with all clients
- Manages client expectations, service commitments, and anticipates needs of the client
- Understands client’s deficiencies in coverage and consults with them
- Analyzes personal or commercial lines accounts and makes coverage decisions
- Works with larger and complex accounts to assist clients with insurance plans
- Acts as field underwriter to determine coverage binding
- Strategically remarkets renewals to ensure account retention
- Prepares proposals for clients in a timely manner
- Provides service to current and new clients regarding policy coverage
Requirements
- 10 years’ experience in the insurance industry required
- College degree preferred
- CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
- Strong analytical and mathematical skills
- Excellent PowerPoint and presentation skills
- In-depth understanding of personal and/or commercial lines of coverage
- In-depth knowledge and understanding of risk management and loss control
- Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word)
- Must be computer literate with the ability to learn new software applications
- Must have a valid driver’s license and reliable source of transportation
Benefits
- Flexible work from home options
- Career advancement in a growing field
- Opportunity for employment and career advancement in insurance industry
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
analytical skillsmathematical skillsrisk managementloss controlpersonal lines coveragecommercial lines coveragecoverage bindingproposal preparationaccount retention
Soft Skills
client advocacybusiness relationship managementclient expectation managementconsultationpresentation skills
Certifications
CPCUCertified Insurance Counselor (CIC)