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Remote Personal Lines Insurance Senior Account Executive

Company: VirtualVocations
Location: Olympia
Posted on: June 10, 2024

Job Description:

A company is looking for a Senior Account Executive for Personal Lines Insurance in the Southeast Platform.



Key Responsibilities:

Advise and assist clients in understanding coverage options, making recommendations, handling policy changes, and addressing client inquiries
Procure new business by analyzing client exposures, preparing quotes, proposals, and applications, and soliciting additional lines of coverage
Maintain client accounts, document conversations, respond to carrier requests, and adhere to agency procedures to ensure accuracy and compliance


Required Qualifications, Training, and Education:

Must hold a 2-20 License/Certification and possess a High School Diploma or equivalent
Minimum of five years of experience as a personal lines account manager/customer service representative, preferably in a multi-line insurance agency/broker
Proficiency in agency automation systems, Microsoft Office products, and strong typing skills
Ability to interpret policy change requests, communicate effectively with clients and insurance companies, and delegate work efficiently
Experience in reviewing renewals, processing agency bill renewals, and maintaining follow-up systems for outstanding orders and correspondence

Keywords: VirtualVocations, Olympia , Remote Personal Lines Insurance Senior Account Executive, Other , Olympia, Washington

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