Account Executive - Personal Lines - Remote

Overview

The Private Client Account Manager is responsible for providing exceptional service to a group of Private Client customers by providing professional advice and demonstrating advocacy for the client at all times.

In Short

• Join a fast-growing insurance firm.
• Provide exemplary service to Private Clients.
• Work independently and solve problems effectively.
• Collaborate with team members and managers.
• Manage renewal activities and deliver accurate reviews.
• Identify and pursue sales opportunities.
• Assume ownership of customer issues.
• Comply with agency guidelines and standards.
• Engage in professional development and team growth.
• Work in a remote environment.

Requirements

• Detail-oriented and thorough.
• Strong ownership and follow-through on issues.
• Excellent problem-solving skills.
• Strong written and oral communication skills.
• College degree or equivalent experience.
• Broker’s license required.
• Experience with industry software (Sagitta, Worksmart).
• Proficiency in Microsoft Office (Excel, Word, Outlook).

Benefits

• Generous paid time off and holidays.
• Paid parental and bonding leave.
• Employee referral bonus program.
• Recognition programs for employee achievements.
• Professional growth and development opportunities.
• Unique benefits including pet insurance and legal planning.
• 401(k) matching and comprehensive insurance coverage.
• Supportive work culture fostering collaboration.
• Community involvement through charitable efforts.
• Recognition as a top agency in the industry.