Personal Lines Account Executive
On-siteEau Claire, Wisconsin, United States
Job Summary
Prospect and qualify new personal lines accounts to generate business appointments through networking and referrals. Identify cross-sell opportunities across departments and expand lines of business on current accounts while managing the assigned book of business using the Epic Agency Management System. Meet or exceed assigned annual new business revenue and retention goals by proactively eliminating coverage gaps and reducing E&O exposures. Partner with sales advisors to present personal insurance as a voluntary benefit, including on-site marketing, quoting, and reviewing policies for accuracy. Act as a claims advocate in coordination with Agency Claims resources and adhere to standardized workflow procedures to report daily activities. Provide prompt, accurate, and courteous service to customers, producers, and company personnel while actively attending agency sales and service meetings.
Required Qualifications
- Bachelor's degree in Business or any other related degree
- Property & Casualty Licensed per state requirements
- Strong verbal and written communication skills, with excellent interpersonal abilities
- Highly detail-oriented with strong analytical, problem-solving, and decision-making skills
- Proficient in Microsoft products and other technical tools relevant to the role
- Self-starter with the ability to think strategically, work independently, and demonstrate initiative
- Team-oriented with a positive, collaborative 'Can Do' attitude
- Ability to identify, research, and resolve problems, and review materials for accuracy to summarize policies for customers
- Organized, professional, and passionate about the insurance industry, with a commitment to continuous learning
Desired Qualifications
- Life License preferred
- Additional Designations preferred
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