Personal Lines Account Executive

Job Description: Build strong relationships with clients to retain existing business and support new client acquisitionEnsure clients' needs are understood and met, delivering a consistently positive client experienceHandle client issues and coverage questions, partnering with producers to identify solutionsWork with producers to ensure all client needs are addressed in a timely mannerReview current coverages with clients and advise on appropriate coverage changesConduct annual renewal reviews and proactively propose additional coverage optionsMonitor cancellation audits and follow up with clients to resolve outstanding itemsGenerate and issue agency invoices for new business and renewalsAnswer incoming calls for the personal lines department Desired Skills & Experience Industry & Technical 3+ years of personal lines insurance experience strongly preferredExperience managing personal lines accounts; high-net-worth client experience strongly preferredExperience quoting and placing business with personal lines carriers preferredWorking knowledge of major personal lines/HNW carriers (e.g., PURE, Chubb, Cincinnati, Liberty Mutual, Auto Owners) a plusStrong computer skills, including proficiency with Microsoft OfficeExperience with the EPIC agency management system preferred but not required ProfessionalSkillsProactive, relationship-driven approach with clients and colleaguesExcellent organizational and problem-solving skills; self-starterClear, professional communication, internally and externally, delivered with respect and integrityAbility to manage multiple tasks and clients accurately in a fast-paced environmentStrong time management and multitasking abilities