Account Executive, Personal Lines
On-siteCulver City, California, United States or San Diego, California, United States
Job Summary
Manage assigned accounts by serving as the primary consultant and broker-consultant, overseeing retention and acting as the technical expert. Establish and maintain professional relationships with client executives, carrier underwriting staff, and risk control teams. Support producers in obtaining and expanding business, while conducting annual client reviews to provide coverage and loss control recommendations. Coordinate the delivery of all services including stewardship reports, carrier meetings, and claims reviews, ensuring accuracy and timeliness. Identify cross-sell and up-sell opportunities, monitor receivables, and support significant claims resolution through collaboration with carrier teams. Apply advanced knowledge of HUB tools and industry resources to manage complex accounts while ensuring compliance with federal and state regulations.
Required Qualifications
- High School Diploma / GED
- 7+ years insurance industry experience (brokage preferred) or equivalent combination of education& experience
- Property & Casualty License
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
- Desire to learn and grow within the insurance industry
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
- Confidence and demeanor to effectively interact with all levels within the organization
- Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs
- Ability to effectively work with a team and coach others in developing their skills and abilities
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
- Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
- Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Leadership Capabilities Identifies and resolves strategic challenges
- Engages in learning and development using a growth mindset
- Uses knowledge of market, industry, and company trends to set priorities
- Looks for ways to improve efficiencies and generate revenue
- Recognizes the need to adapt and respond to change
- Proactively helps and involves others
- Creates an environment with open and direct and respectful communication
- Ability to communicate and exchange accurate information
- Must be able to communicate and exchange accurate information
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc
- 5-7 years of relevant experience
- High school or equivalent
Desired Qualifications
- brokage preferred
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.