Personal Lines Account Executive

Overview

As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next High Net Worth Account Executive to support our Personal Lines department and deliver exceptional risk management solutions to our growing client base.  We are looking for a strong critical thinker who enjoys working with a team and looking for an opportunity to growth their career in Personal Lines. 

Our Account Executive will partner with our sales team, as well as work independently on sales opportunities, to lead day-to-day management of current clients' insurance programs. You will also be provided with administrative help to assist with answering phones, billing, processing, endorsements, certificates, and ID cards. 

As one of the fastest growing insurance brokers in the U.S., we are excited to bring on those interested in continuing to grow their career in the insurance industry. Opportunity awaits you with us! 

Why This Role?

• Opportunity to collaborate on sales opportunities while gaining knowledge to become experts in field
• Provide mentorship and leadership to other team members, contributing to the growth and development of books of business
• Opportunity for upward mobility and advancement opportunities across AssuredPartners! 

What You'll Do

• Client Support
  • Lead meetings with clients, including negotiating, selling lines of insurance, and renewal meetings at client locations.
  • Responsible for providing comprehensive client support and act as main client contact for book of business.
  • Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.
• Account Management
  • Negotiate and sell lines of insurance to clients to round out accounts as appropriate. May design insurance and risk management plans for clients as assigned and directed by Agency management.
  • Own all audit, review and claims processes for assigned book of business.
  • Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
• Insurance Expertise
  • Manage and develop strong personal relationships with appropriate insurance carrier personnel.
  • Skilled at forecasting industry trends to predict needed changes in client strategies.
  • Review changes in carrier offerings and policies and relay information to the larger service team and directly to clients, in addition to cross selling other lines of business.
• Leadership
  • Mentor or lead the work of more junior team members.
  • Facilitate and collaborate with account team on the agency’s renewal strategy.
• Client Strategy
  • Create complex risk-management strategies for accounts and other team members to attract and retain large client accounts.
  • Partner with industry and carrier experts to deliver strategy and solution options to clients and the broader agency.
• Other duties as assigned.
• Some travel may be required.

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:   

• Competitive base salary   
• Hybrid remote schedule of three days in office and two days work from home. 
• Generous 30+ Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options    
• Company match 401(k) plan – 50% up to 6%!   
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers    
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists   
• Pet benefits & discounts    
• Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners  

What You'll Need

• 4+ years of related experience and/or training preferred, or demonstrated skills listed below. 
• Current Property and Casualty license required
• Comprehensive knowledge of available personal lines coverages based on business classification, as well as informed on industry trends and client retention strategies. 
• Highly developed problem solving and solution-design skills; strong written and verbal communication skills.
• Demonstrated leadership through client support and advocacy skills, as well as the mentoring and guidance of more junior employees.
• Highly proficient in use of Microsoft Office or similar software, including spreadsheet and presentation software.
• Skilled in use of agency management software with the ability to quickly learn new systems and processes. 

Grow, with us

AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.   

We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.

AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!