Personal Lines Account Executive

About

An independent insurance firm is seeking a Personal Lines Account Executive to manage personal insurance portfolios and deliver tailored risk solutions. This role involves working closely with clients to assess coverage needs, provide policy recommendations, and ensure high-quality service throughout the policy lifecycle. The ideal candidate will act as a trusted advisor while maintaining strong client relationships and handling policy administration tasks efficiently.

Responsibilities

• Manage personal insurance portfolios for individual clients
• Conduct risk assessments and recommend appropriate coverage solutions
• Handle client inquiries and provide prompt customer support
• Prepare insurance quotes and present policy options
• Issue policies and manage documentation accurately
• Process renewals, endorsements, and policy changes
• Maintain and update client records in insurance systems
• Ensure compliance with industry standards and regulations
• Build and maintain long-term client relationships
• Collaborate with internal teams to deliver seamless service

Qualifications

• Strong customer service and communication skills
• Experience in personal lines insurance and risk assessment
• Knowledge of policy management, renewals, and documentation
• Familiarity with insurance systems and tools
• Strong attention to detail and organizational skills
• Ability to work in a team-oriented environment
• Preferred experience in an insurance agency setting
• Preferred Property and Casualty Insurance license

Benefits

• Competitive compensation package
• Professional development opportunities
• Supportive team environment
• Career growth potential