Job Details
The primary responsibility of this position is to provide a superior level of client service to personal lines accounts through daily interaction by responding to client needs, inquiries, and complaints. The Account Executive is responsible for fostering both deep and broad relationships with clients. This position also oversees the renewal of personal insurance policies and client account maintenance with the goal being to obtain, retain, and round client accounts when exposure is identified. This is achieved through consultative, value-based selling and delivering service which supports our company s core purpose.
ESSENTIAL FUNCTIONS
- Develop and maintain relationships with clients and carrier partners, ensuring superior service delivery.
- Accurately and efficiently handle service requests via phone and email, including information requests, technical questions, coverage inquiries, risk management resources, and billing.
- Demonstrate a strong understanding of the agency management system (Applied Epic), carrier websites, products, and coverages.
- Independently manage accounts as the primary contact and collaborate with a Risk Advisor on accounts.
- Engage in new business with Business Development, working with prospective clients while effectively managing the existing book of business.
QUALIFICATIONS
Education
- High School Diploma or equivalent
Experience
- 2+ years of personal insurance experience
Computer Skills
- Microsoft Office applications
Accreditation
- Wisconsin Property and Casualty insurance license required within 60 days of employment and maintained throughout the course of employment