Job Description

Personal Lines Account Executive

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Executive to join a team. This role involves managing personal lines accounts from A-Z, providing exceptional service to clients, and contributing to the growth of the business through cross-selling opportunities.

Compensation Package

• Salary Range: $25,000 - $55,000 annually (based on experience)
• Bonuses:
  • $25 per cross-sell
  • Annual Christmas bonus equivalent to one full paycheck
• Benefits:
  • Comprehensive health benefits
  • Sick leave: 3 days every 90 days
  • Vacation time: 2 weeks annually

Responsibilities

• Manage a portfolio of personal lines accounts, ensuring excellent customer service and satisfaction.
• Handle all aspects of account servicing, including policy renewals, endorsements, and claims assistance.
• Identify and pursue cross-selling opportunities to enhance client coverage and contribute to business growth.
• Utilize Applied EPIC software to maintain accurate and up-to-date client records.
• Collaborate with team members to meet organizational goals and deliver exceptional service.
• Participate in an in-person interview and an insurance knowledge test as part of the hiring process.

Qualifications/Requirements

• Licensing: Must hold a valid Texas Property & Casualty (P&C) license.
• Experience: Open to candidates with varying levels of experience, including those from captive agencies.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Work Schedule: Ability to work onsite Monday through Friday, 8:00 AM to 5:00 PM (flexible by 30 minutes to 1 hour).
• Personal Attributes: Strong work history, attention to detail, and a commitment to providing outstanding client service.

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