Job Overview – Personal Lines Account Executive
Join our client's team as a Personal Lines Account Executive and become an integral part of our insurance services department. This role offers the opportunity to work closely with clients, assess their insurance needs, and provide them with tailored insurance solutions. Whether you're a seasoned professional or just starting your career in insurance, this position provides a platform for growth and success.
Compensation: $45,000.00 – $100,000.00 (Commensurate on Experience)
Location: Delaware County, PA – Onsite
Responsibilities as the Personal Lines Account Executive:
- Assess clients' insurance needs by conducting thorough evaluations of their personal lines insurance requirements.
- Identify suitable insurance policies that meet the unique needs and preferences of clients, ensuring comprehensive coverage and competitive pricing.
- Develop and maintain strong relationships with clients, providing exceptional customer service and support throughout the insurance process.
- Collaborate with insurance carriers to obtain quotes, negotiate terms, and secure insurance policies on behalf of clients.
- Stay up-to-date with industry trends, regulations, and best practices to provide clients with informed insurance advice and recommendations.
- Utilize Salesforce or similar CRM software to manage client interactions, track leads, and maintain accurate records of client communications and policy details.
Qualifications of the Personal Lines Account Executive:
- Relevant experience in personal lines insurance, with a strong understanding of insurance products and services.
- P&C license required.
- Proven track record of sales success and client relationship management in the insurance industry.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
- Detail-oriented with strong organizational skills and the ability to multitask and prioritize in a fast-paced environment.
- Proficiency in Salesforce or similar CRM software is required.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.