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Personal Lines Account Executive

  • Location:

    Woodbury

  • Sector:

    Underwriting & Claims

  • Job type:

    Permanent

  • Salary:

    US$65000 - US$83000 per annum + bonus + Commission

  • Contact:

    Victoria Wyberanec

  • Contact email:

    Victoria.Wyberanec@oliverjames.com

  • Job ref:

    JOB-082023-220550_1692643142

  • Published:

    5 giorni fa

  • Expiry date:

    2023-09-20

Job Purpose:

We are seeking an Account Executive for a major insurance broker to provide quality service their personal lines clients. This Account Executive will also actively review all client renewals, cancellations, non-pay notices and change requests as assigned. A secondary objective is to achieve new and additional sales targets as requested by management.

Functions and Responsibilities:

  • Be proactive in your approach to all client needs.
  • Perform accurate and thorough reviews of client coverage, exposure and pricing.
  • Communicate those recommendations to the client in a timely manner.
  • Solicit additional business from our existing client base and gain referrals to new prospects from this base.
  • Maintain an ongoing working knowledge of all available carriers and products with a goal of maintaining account retention and development
  • Make calls to companies when problems/questions pertaining to clients arise.

Qualifications:

  • Minimum of 5 years as an Account Manager with combined property and casualty marketing and underwriting experience
  • Excellent knowledge of all personal lines coverage and carriers
  • Excellent customer service skills
  • Excellent written and oral communication skills
  • Strong organisational skills and ability to prioritize and handle a high volume desk
  • Proficient in Microsoft Office
  • Experience in Epic Applied systems a plus
  • Valid P&C license

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