Personal Lines Account Executive

Job ID
# of Openings
Personal Lines Service
Office Location
123 Main St
Location : Location
US-NY-White Plains


Job Title: Account Executive

Department: Personal Lines



Summary The Account Executive will provide a high level of support and customer service to clients. The position requires a significant degree of independent judgment and discretion to meet those service levels. Duties include assisting in marketing, and customer service in coordination with the manager and other Agency personnel.


The Account Executive has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Account Executive will assist in the production of new and renewal accounts in keeping with Agency goals and provide field service in support of Agency activities.


The Account Executive is responsible for assisting clients with service needs and making changes to existing accounts. The Account Executive will work to design and recommend proper insurance and risk management programs to Agency clients.


Essential Duties and Responsibilities


Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner.


Maintains follow-up and suspense file on outstanding orders, correspondence, claims, renewal expirations and follows up on overdue and suspense items.


Checks new and renewal policies and endorsements for accuracy in coverage.


Markets and sells lines of insurance to clients.


Education and/or Experience                                                  

Associates or Bachelor's degree (B.A.) from four-year College or university; or at least four years of insurance customer service experience.


Certificates, Licenses, Registrations

Appropriate insurance license(s).


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