Account Executive
On-siteOak Creek, Wisconsin, United States
Oak Creek, Wisconsin, United StatesOn-siteFull Time
Full Time
Job Summary
Manage client relationships and serve as the primary point of contact for inquiries regarding personal or commercial insurance solutions. Process policy changes, renewals, and claims while educating clients on coverage options to ensure informed decisions. Maintain accurate client records and collaborate with underwriters and carriers to secure optimal coverage. Monitor accounts for timely renewals and develop referral strategies to grow your book of business. Stay current with industry trends and products to enhance client satisfaction and retention.
Required Qualifications
- Proven experience as an Account Manager or in a similar client service role within the insurance industry
- Solid knowledge of personal or commercial lines insurance products (e.g., auto, home, renters, business)
- Strong communication, interpersonal, and relationship management skills
- Excellent organizational skills and the ability to manage multiple priorities
- Proficiency in insurance software and the Microsoft Office Suite
- Ability to work both independently and collaboratively
Desired Qualifications
- Property & Casualty Insurance License preferred
- Detail-oriented with a high degree of accuracy
- Proactive, resourceful, and solution-focused
- Passionate about providing exceptional client service
- Upholds strong ethical standards and integrity in all interactions
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