Personal Lines Insurance Account Executive
Core
Managing policy renewals, ensuring client retention, and securing new business opportunities for personal lines insurance.
Role type
Account Executive (Personal Lines Insurance)
Builds
Client retention and new business growth for personal lines insurance portfolio
Domain
Insurance (Personal Lines)
Deliverable
client delivery
Required skills
policy renewal management, client relationship management, risk profile evaluation, insurance product knowledge, negotiation, sales
Preferred skills
market practice knowledge, product development feedback, cross-team collaboration
Responsibilities
Maintain and strengthen relationships with existing clients, oversee renewal process for personal lines insurance policies, evaluate clients' risk profiles and provide expert advice on suitable insurance products, ensure New Business/Renewal targets are achieved, implement company compliance and office procedures, work with other teams to facilitate training and product development, attend client visits with management
Seniority
Mid-level, hands-on IC