Portfolio Account Executive - Remote

Overview

The Portfolio Account Executive is responsible for new business sales and the retention of existing Private Client accounts within Personal Lines, providing sales, service, and stewardship in line with agency guidelines.

In Short

• Responsible for new business sales and retention of Private Client accounts.
• Provide sales, service, and stewardship to clients.
• Identify cross-sell and referral business opportunities.
• Work autonomously under little supervision.
• Adhere to Corporate Standards of Excellence.
• Maintain client relationships and service plans.
• Generate prospects and referrals via networking.
• Perform personal risk management reviews.
• Manage account collections and renewal timelines.
• Document client interactions in the database.

Requirements

• Strong client relationship management skills.
• Ability to meet sales initiatives and retention goals.
• Experience in generating prospects and referrals.
• Knowledge of risk management practices.
• Strong organizational skills for account management.
• Proficient in documenting client interactions.
• Ability to work independently.
• Excellent communication skills.
• Networking skills for business development.
• Proficient in using relevant software tools.

Benefits

• Equal employment opportunities.
• Prohibition of discrimination and harassment.
• Reasonable accommodations for individuals with disabilities.